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 | $190,581 | $111,724+70.6% | $93,606+103.6% | $145,922+30.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.09% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,245 | $3,090-27.3% | $2,420-7.2% | $4,660-51.8% |
| Participant deferral / active EE | $6,337 | $4,912+29.0% | $4,411+43.6% | $6,688-5.3% |
| Admin fee / account holder | $6,873 | $10,250-32.9% | $8,285-17.0% | $13,397-48.7% |