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 | $169,629 | $108,919+55.7% | $100,391+69.0% | $145,922+16.2% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 11.16% | 57.88%-46.7pp | 49.20%-38.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,472 | $4,419-44.1% | $3,942-37.3% | $4,660-46.9% |
| Participant deferral / active EE | $7,892 | $8,445-6.5% | $8,082-2.3% | $6,688+18.0% |
| Admin fee / account holder | $11,468 | $9,689+18.4% | $7,899+45.2% | $13,397-14.4% |