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 | $194,401 | $102,317+90.0% | $146,958+32.3% | $80,856+140.4% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 15.79% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,484 | $3,713-6.2% | $4,933-29.4% | $2,755+26.5% |
| Participant deferral / active EE | $10,612 | $6,644+59.7% | $8,070+31.5% | $4,296+147.0% |
| Admin fee / account holder | $1,068 | $7,941-86.5% | $12,998-91.8% | $6,918-84.6% |