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 | $148,094 | $106,890+38.5% | $84,015+76.3% | $152,861-3.1% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 20.64% | 104.99%-84.3pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,669 | $2,734-2.4% | $1,983+34.5% | $4,762-44.0% |
| Participant deferral / active EE | $5,647 | $4,011+40.8% | $3,239+74.4% | $5,850-3.5% |
| Admin fee / account holder | $4,629 | $8,285-44.1% | $6,101-24.1% | $11,596-60.1% |