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 | $115,419 | $118,849-2.9% | $96,562+19.5% | $167,490-31.1% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 13.17% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $6,017 | $3,120+92.9% | $2,356+155.3% | $4,837+24.4% |
| Participant deferral / active EE | $10,990 | $4,616+138.1% | $3,849+185.5% | $6,341+73.3% |
| Admin fee / account holder | $10,232 | $8,065+26.9% | $6,181+65.6% | $12,309-16.9% |