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 | $178,917 | $112,881+58.5% | $90,951+96.7% | $158,922+12.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.33% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $518 | $2,893-82.1% | $2,122-75.6% | $4,761-89.1% |
| Participant deferral / active EE | $6,063 | $4,128+46.9% | $3,373+79.7% | $5,982+1.3% |
| Admin fee / account holder | $5,507 | $8,041-31.5% | $5,959-7.6% | $11,246-51.0% |