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 | $160,740 | $88,672+81.3% | $105,223+52.8% | $82,448+95.0% |
| Participation rate | 73.4% | 67.9%+5.5pp | 75.0%-1.6pp | 68.1%+5.3pp |
| Annual return | 17.32% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,786 | $3,048-41.4% | $3,689-51.6% | $2,551-30.0% |
| Participant deferral / active EE | $5,561 | $4,036+37.8% | $5,072+9.7% | $4,139+34.4% |
| Admin fee / account holder | $17,821 | $7,146+149.4% | $8,859+101.2% | $7,234+146.3% |