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 | $161,412 | $98,750+63.5% | $149,696+7.8% | $79,858+102.1% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 12.54% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,201 | $3,216-62.7% | $4,644-74.1% | $2,471-51.4% |
| Participant deferral / active EE | $6,916 | $5,680+21.8% | $6,842+1.1% | $3,740+84.9% |
| Admin fee / account holder | $10,509 | $6,053+73.6% | $9,309+12.9% | $5,306+98.0% |