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 | $168,305 | $78,422+114.6% | $95,952+75.4% | $79,858+110.8% |
| Participation rate | 74.4% | 73.5%+0.9pp | 77.1%-2.7pp | 69.6%+4.8pp |
| Annual return | 10.34% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,821 | $1,945-6.4% | $2,541-28.3% | $2,471-26.3% |
| Participant deferral / active EE | $4,642 | $3,440+34.9% | $4,167+11.4% | $3,740+24.1% |
| Admin fee / account holder | $16,499 | $5,622+193.5% | $6,795+142.8% | $5,306+210.9% |