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 | $162,066 | $105,998+52.9% | $92,233+75.7% | $147,584+9.8% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 17.39% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $849 | $4,333-80.4% | $3,679-76.9% | $4,876-82.6% |
| Participant deferral / active EE | $7,942 | $4,478+77.4% | $3,897+103.8% | $5,439+46.0% |
| Admin fee / account holder | $379 | $6,332-94.0% | $5,194-92.7% | $10,885-96.5% |