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 | $165,156 | $88,751+86.1% | $81,812+101.9% | $145,922+13.2% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 17.29% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $585 | $3,083-81.0% | $2,912-79.9% | $4,660-87.4% |
| Participant deferral / active EE | $2,002 | $4,643-56.9% | $4,319-53.6% | $6,688-70.1% |
| Admin fee / account holder | $11,782 | $8,415+40.0% | $7,386+59.5% | $13,397-12.1% |