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 | $173,355 | $98,750+75.6% | $149,696+15.8% | $79,858+117.1% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.3pp | 69.6%+22.2pp |
| Annual return | 19.83% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,494 | $3,216-53.6% | $4,644-67.8% | $2,471-39.5% |
| Participant deferral / active EE | $7,686 | $5,680+35.3% | $6,842+12.3% | $3,740+105.5% |
| Admin fee / account holder | $5,818 | $6,053-3.9% | $9,309-37.5% | $5,306+9.6% |