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 | $178,760 | $100,773+77.4% | $88,946+101.0% | $142,382+25.5% |
| Participation rate | 76.9% | 74.3%+2.6pp | 68.8%+8.1pp | 80.1%-3.2pp |
| Annual return | 18.81% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,877 | $2,918+32.9% | $2,555+51.8% | $4,299-9.8% |
| Participant deferral / active EE | $6,397 | $5,230+22.3% | $4,581+39.6% | $6,507-1.7% |
| Admin fee / account holder | $966 | $9,693-90.0% | $8,261-88.3% | $12,624-92.3% |