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 | $140,866 | $98,750+42.6% | $149,696-5.9% | $79,858+76.4% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 20.64% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,459 | $3,216-54.6% | $4,644-68.6% | $2,471-40.9% |
| Participant deferral / active EE | $5,454 | $5,680-4.0% | $6,842-20.3% | $3,740+45.8% |
| Admin fee / account holder | $14,679 | $6,053+142.5% | $9,309+57.7% | $5,306+176.6% |