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 | $204,915 | $117,841+73.9% | $102,423+100.1% | $145,922+40.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.86% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,480 | $3,615-31.4% | $3,023-18.0% | $4,660-46.8% |
| Participant deferral / active EE | $13,110 | $5,731+128.8% | $5,053+159.4% | $6,688+96.0% |
| Admin fee / account holder | $53,253 | $13,326+299.6% | $9,451+463.5% | $13,397+297.5% |