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 | $182,847 | $77,419+136.2% | $69,455+163.3% | $152,861+19.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 74.6%+19.8pp | 82.4%+12.0pp |
| Annual return | 6.36% | 39.06%-32.7pp | 28.97%-22.6pp | 345.32%-339.0pp |
| Employer contribution / active EE | $3,271 | $3,315-1.3% | $2,779+17.7% | $4,762-31.3% |
| Participant deferral / active EE | $6,595 | $4,414+49.4% | $3,535+86.5% | $5,850+12.7% |
| Admin fee / account holder | $555 | $6,207-91.1% | $3,839-85.5% | $11,596-95.2% |