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 | $180,188 | $106,890+68.6% | $84,015+114.5% | $152,861+17.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 20.56% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,075 | $2,734+12.5% | $1,983+55.0% | $4,762-35.4% |
| Participant deferral / active EE | $15,750 | $4,011+292.6% | $3,239+386.3% | $5,850+169.2% |
| Admin fee / account holder | $2,000 | $8,285-75.9% | $6,101-67.2% | $11,596-82.8% |