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 | $158,953 | $106,890+48.7% | $84,015+89.2% | $152,861+4.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 23.59% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,150 | $2,734-21.4% | $1,983+8.4% | $4,762-54.8% |
| Participant deferral / active EE | $6,629 | $4,011+65.3% | $3,239+104.7% | $5,850+13.3% |
| Admin fee / account holder | $3,184 | $8,285-61.6% | $6,101-47.8% | $11,596-72.5% |