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 | $179,787 | $98,750+82.1% | $149,696+20.1% | $79,858+125.1% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 16.93% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,161 | $3,216-32.8% | $4,644-53.5% | $2,471-12.5% |
| Participant deferral / active EE | $7,391 | $5,680+30.1% | $6,842+8.0% | $3,740+97.6% |
| Admin fee / account holder | $6,313 | $6,053+4.3% | $9,309-32.2% | $5,306+19.0% |