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 | $200,592 | $106,890+87.7% | $84,015+138.8% | $152,861+31.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 30.13% | 104.99%-74.9pp | 71.31%-41.2pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,726 | $2,734-36.9% | $1,983-13.0% | $4,762-63.8% |
| Participant deferral / active EE | $7,935 | $4,011+97.8% | $3,239+145.0% | $5,850+35.6% |
| Admin fee / account holder | $1,201 | $8,285-85.5% | $6,101-80.3% | $11,596-89.6% |