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 | $144,441 | $126,519+14.2% | $106,201+36.0% | $145,959-1.0% |
| Participation rate | 95.2% | 77.7%+17.6pp | 75.3%+19.9pp | 80.3%+15.0pp |
| Annual return | 12.20% | 225.10%-212.9pp | 116.26%-104.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,963 | $3,726-20.5% | $3,170-6.5% | $4,661-36.4% |
| Participant deferral / active EE | $6,877 | $5,716+20.3% | $5,012+37.2% | $6,689+2.8% |
| Admin fee / account holder | $526 | $17,312-97.0% | $11,039-95.2% | $13,398-96.1% |