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 | $156,918 | $102,317+53.4% | $146,958+6.8% | $80,856+94.1% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 17.06% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,033 | $3,713-18.3% | $4,933-38.5% | $2,755+10.1% |
| Participant deferral / active EE | $5,986 | $6,644-9.9% | $8,070-25.8% | $4,296+39.4% |
| Admin fee / account holder | $11,351 | $7,941+42.9% | $12,998-12.7% | $6,918+64.1% |