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 | $228,396 | $152,587+49.7% | $125,175+82.5% | $152,861+49.4% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 21.02% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,376 | $4,946-11.5% | $3,865+13.2% | $4,762-8.1% |
| Participant deferral / active EE | $10,164 | $5,868+73.2% | $4,937+105.9% | $5,850+73.7% |
| Admin fee / account holder | $6,615 | $13,434-50.8% | $9,702-31.8% | $11,596-43.0% |