See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,835 | $110,257+34.1% | $96,544+53.1% | $139,434+6.0% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 13.98% | 26.32%-12.3pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $12,901 | $3,620+256.4% | $2,965+335.1% | $4,751+171.6% |
| Participant deferral / active EE | $3,739 | $5,548-32.6% | $4,851-22.9% | $6,710-44.3% |
| Admin fee / account holder | $9,500 | $11,591-18.0% | $8,252+15.1% | $11,403-16.7% |