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 | $168,599 | $96,635+74.5% | $86,612+94.7% | $139,434+20.9% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 13.02% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,544 | $3,263-22.0% | $3,022-15.8% | $4,751-46.5% |
| Participant deferral / active EE | $9,411 | $4,836+94.6% | $4,438+112.1% | $6,710+40.2% |
| Admin fee / account holder | $2,327 | $6,408-63.7% | $5,614-58.6% | $11,403-79.6% |