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 | $189,606 | $118,450+60.1% | $98,439+92.6% | $139,434+36.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 15.87% | 18.94%-3.1pp | 21.16%-5.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,923 | $3,609-46.7% | $3,048-36.9% | $4,751-59.5% |
| Participant deferral / active EE | $3,611 | $5,392-33.0% | $4,738-23.8% | $6,710-46.2% |
| Admin fee / account holder | $47,568 | $14,026+239.1% | $8,948+431.6% | $11,403+317.2% |