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 | $148,329 | $90,348+64.2% | $75,972+95.2% | $145,922+1.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 9.53% | 620.88%-611.3pp | 359.55%-350.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $9,357 | $3,311+182.6% | $2,685+248.5% | $4,660+100.8% |
| Participant deferral / active EE | $2,461 | $5,162-52.3% | $4,255-42.2% | $6,688-63.2% |
| Admin fee / account holder | $16,035 | $8,467+89.4% | $6,467+148.0% | $13,397+19.7% |