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 | $114,008 | $99,652+14.4% | $78,778+44.7% | $147,584-22.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 19.87% | 47.28%-27.4pp | 35.62%-15.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,557 | $2,796-44.3% | $1,986-21.6% | $4,876-68.1% |
| Participant deferral / active EE | $6,201 | $3,664+69.3% | $2,958+109.6% | $5,439+14.0% |
| Admin fee / account holder | $420 | $7,155-94.1% | $5,134-91.8% | $10,885-96.1% |