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 | $180,643 | $112,096+61.2% | $95,952+88.3% | $158,922+13.7% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 21.50% | 171.09%-149.6pp | 91.61%-70.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,232 | $3,198-61.5% | $2,541-51.5% | $4,761-74.1% |
| Participant deferral / active EE | $5,105 | $4,784+6.7% | $4,167+22.5% | $5,982-14.7% |
| Admin fee / account holder | $41,200 | $10,130+306.7% | $6,795+506.3% | $11,246+266.4% |