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 | $143,399 | $77,899+84.1% | $149,673-4.2% | $75,163+90.8% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 18.51% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,242 | $3,137-28.6% | $4,818-53.5% | $2,670-16.0% |
| Participant deferral / active EE | $5,352 | $3,411+56.9% | $5,680-5.8% | $4,125+29.7% |
| Admin fee / account holder | $886 | $5,956-85.1% | $13,210-93.3% | $5,651-84.3% |