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 | $156,366 | $78,422+99.4% | $95,952+63.0% | $79,858+95.8% |
| Participation rate | 82.0% | 73.5%+8.5pp | 77.1%+4.9pp | 69.6%+12.4pp |
| Annual return | 15.06% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,405 | $1,945-27.8% | $2,541-44.7% | $2,471-43.2% |
| Participant deferral / active EE | $5,277 | $3,440+53.4% | $4,167+26.6% | $3,740+41.1% |
| Admin fee / account holder | $11,959 | $5,622+112.7% | $6,795+76.0% | $5,306+125.4% |