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 | $147,461 | $105,181+40.2% | $159,436-7.5% | $85,850+71.8% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.8%-9.7pp | 69.3%+3.9pp |
| Annual return | 16.39% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.1pp |
| Employer contribution / active EE | $876 | $3,318-73.6% | $4,829-81.9% | $2,565-65.8% |
| Participant deferral / active EE | $11,869 | $5,945+99.7% | $7,352+61.4% | $3,952+200.4% |
| Admin fee / account holder | $8,630 | $6,933+24.5% | $10,799-20.1% | $6,260+37.9% |