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 | $189,225 | $102,317+84.9% | $146,958+28.8% | $80,856+134.0% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 16.40% | 134.76%-118.4pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,719 | $3,713-26.8% | $4,933-44.9% | $2,755-1.3% |
| Participant deferral / active EE | $10,988 | $6,644+65.4% | $8,070+36.2% | $4,296+155.8% |
| Admin fee / account holder | $1,525 | $7,941-80.8% | $12,998-88.3% | $6,918-78.0% |