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 | $195,132 | $105,998+84.1% | $92,233+111.6% | $147,584+32.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 22.56% | 50.05%-27.5pp | 176.28%-153.7pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,609 | $4,333-16.7% | $3,679-1.9% | $4,876-26.0% |
| Participant deferral / active EE | $6,827 | $4,478+52.5% | $3,897+75.2% | $5,439+25.5% |
| Admin fee / account holder | $6,048 | $6,332-4.5% | $5,194+16.4% | $10,885-44.4% |