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 | $188,664 | $105,998+78.0% | $92,233+104.6% | $147,584+27.8% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 14.63% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,059 | $4,333-52.5% | $3,679-44.0% | $4,876-57.8% |
| Participant deferral / active EE | $7,910 | $4,478+76.6% | $3,897+103.0% | $5,439+45.4% |
| Admin fee / account holder | $904 | $6,332-85.7% | $5,194-82.6% | $10,885-91.7% |