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 | $145,790 | $85,202+71.1% | $172,739-15.6% | $72,985+99.8% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 21.80% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,614 | $3,324+38.8% | $5,143-10.3% | $2,440+89.1% |
| Participant deferral / active EE | $5,473 | $3,260+67.9% | $5,198+5.3% | $3,607+51.7% |
| Admin fee / account holder | $684 | $5,884-88.4% | $13,954-95.1% | $5,124-86.6% |