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 | $148,433 | $105,181+41.1% | $159,436-6.9% | $85,850+72.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 16.40% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,522 | $3,318-54.1% | $4,829-68.5% | $2,565-40.7% |
| Participant deferral / active EE | $9,291 | $5,945+56.3% | $7,352+26.4% | $3,952+135.1% |
| Admin fee / account holder | $2,933 | $6,933-57.7% | $10,799-72.8% | $6,260-53.1% |