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 | $131,728 | $102,966+27.9% | $90,281+45.9% | $152,861-13.8% |
| Participation rate | 95.5% | 75.9%+19.6pp | 73.3%+22.2pp | 82.4%+13.0pp |
| Annual return | 18.90% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $9,091 | $3,139+189.6% | $2,854+218.5% | $4,762+90.9% |
| Participant deferral / active EE | $2,735 | $4,281-36.1% | $3,885-29.6% | $5,850-53.3% |
| Admin fee / account holder | $2,906 | $6,171-52.9% | $5,351-45.7% | $11,596-74.9% |