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 | $130,334 | $85,202+53.0% | $172,739-24.5% | $72,985+78.6% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 18.38% | 27.32%-8.9pp | 802.84%-784.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,427 | $3,324-57.1% | $5,143-72.2% | $2,440-41.5% |
| Participant deferral / active EE | $4,484 | $3,260+37.5% | $5,198-13.7% | $3,607+24.3% |
| Admin fee / account holder | $987 | $5,884-83.2% | $13,954-92.9% | $5,124-80.7% |