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 | $170,459 | $81,632+108.8% | $70,449+142.0% | $158,922+7.3% |
| Participation rate | 81.0% | 77.7%+3.2pp | 75.1%+5.9pp | 82.0%-1.0pp |
| Annual return | 12.16% | 208.40%-196.2pp | 109.03%-96.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,892 | $3,217-41.2% | $2,737-30.9% | $4,761-60.3% |
| Participant deferral / active EE | $4,510 | $4,554-1.0% | $3,709+21.6% | $5,982-24.6% |
| Admin fee / account holder | $36,745 | $6,193+493.4% | $3,845+855.6% | $11,246+226.7% |