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 | $128,372 | $105,998+21.1% | $92,233+39.2% | $147,584-13.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.30% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,546 | $4,333-64.3% | $3,679-58.0% | $4,876-68.3% |
| Participant deferral / active EE | $6,458 | $4,478+44.2% | $3,897+65.7% | $5,439+18.7% |
| Admin fee / account holder | $1,098 | $6,332-82.7% | $5,194-78.8% | $10,885-89.9% |