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 | $165,955 | $49,922+232.4% | $80,569+106.0% | $75,163+120.8% |
| Participation rate | 77.8% | 55.3%+22.5pp | 67.0%+10.8pp | 67.2%+10.6pp |
| Annual return | 16.66% | 34.69%-18.0pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $419 | $1,698-75.3% | $2,723-84.6% | $2,670-84.3% |
| Participant deferral / active EE | $4,580 | $2,990+53.1% | $4,447+3.0% | $4,125+11.0% |
| Admin fee / account holder | $3,506 | $3,577-2.0% | $5,377-34.8% | $5,651-38.0% |