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 | $144,825 | $80,753+79.3% | $136,294+6.3% | $62,292+132.5% |
| Participation rate | 86.1% | 73.5%+12.6pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 15.99% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $5,134 | $2,884+78.0% | $4,695+9.3% | $2,042+151.4% |
| Participant deferral / active EE | $6,314 | $5,164+22.3% | $6,247+1.1% | $3,169+99.2% |
| Admin fee / account holder | $7,075 | $525+1246.6% | $9,243-23.5% | $479+1376.0% |