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 | $191,146 | $112,096+70.5% | $95,952+99.2% | $158,922+20.3% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 11.71% | 171.09%-159.4pp | 91.61%-79.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,951 | $3,198-7.7% | $2,541+16.1% | $4,761-38.0% |
| Participant deferral / active EE | $10,216 | $4,784+113.5% | $4,167+145.2% | $5,982+70.8% |
| Admin fee / account holder | $39,584 | $10,130+290.8% | $6,795+482.5% | $11,246+252.0% |