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 | $192,017 | $107,934+77.9% | $91,989+108.7% | $152,861+25.6% |
| Participation rate | 95.0% | 81.2%+13.8pp | 78.6%+16.4pp | 82.4%+12.6pp |
| Annual return | 29.54% | 89.24%-59.7pp | 69.02%-39.5pp | 345.32%-315.8pp |
| Employer contribution / active EE | $2,408 | $4,210-42.8% | $3,452-30.2% | $4,762-49.4% |
| Participant deferral / active EE | $6,892 | $6,364+8.3% | $5,923+16.4% | $5,850+17.8% |
| Admin fee / account holder | $5,014 | $10,520-52.3% | $7,743-35.2% | $11,596-56.8% |