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 | $188,143 | $96,484+95.0% | $75,886+147.9% | $152,861+23.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 17.40% | 33.98%-16.6pp | 30.76%-13.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $21,782 | $3,309+558.2% | $2,500+771.2% | $4,762+357.4% |
| Participant deferral / active EE | $14,760 | $4,553+224.2% | $3,603+309.7% | $5,850+152.3% |
| Admin fee / account holder | $166,405 | $8,078+1960.0% | $5,418+2971.1% | $11,596+1335.0% |