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 | $192,902 | $106,515+81.1% | $96,683+99.5% | $139,434+38.3% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 17.49% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $8,521 | $4,103+107.7% | $3,737+128.0% | $4,751+79.4% |
| Participant deferral / active EE | $10,385 | $5,454+90.4% | $4,878+112.9% | $6,710+54.8% |
| Admin fee / account holder | $4,630 | $7,877-41.2% | $6,730-31.2% | $11,403-59.4% |