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 | $188,988 | $118,680+59.2% | $98,907+91.1% | $158,922+18.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 12.69% | 372.35%-359.7pp | 196.43%-183.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,467 | $3,333-26.0% | $2,689-8.3% | $4,761-48.2% |
| Participant deferral / active EE | $6,282 | $5,088+23.5% | $4,244+48.0% | $5,982+5.0% |
| Admin fee / account holder | $948 | $10,131-90.6% | $6,642-85.7% | $11,246-91.6% |