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 | $155,449 | $112,096+38.7% | $95,952+62.0% | $158,922-2.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 12.94% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,263 | $3,198-60.5% | $2,541-50.3% | $4,761-73.5% |
| Participant deferral / active EE | $5,887 | $4,784+23.1% | $4,167+41.3% | $5,982-1.6% |
| Admin fee / account holder | $885 | $10,130-91.3% | $6,795-87.0% | $11,246-92.1% |