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 | $169,324 | $102,317+65.5% | $146,958+15.2% | $80,856+109.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 26.50% | 134.76%-108.3pp | 418.34%-391.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $3,800 | $3,713+2.3% | $4,933-23.0% | $2,755+37.9% |
| Participant deferral / active EE | $7,644 | $6,644+15.0% | $8,070-5.3% | $4,296+77.9% |
| Admin fee / account holder | $984 | $7,941-87.6% | $12,998-92.4% | $6,918-85.8% |