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 | $169,564 | $65,561+158.6% | $86,188+96.7% | $75,163+125.6% |
| Participation rate | 78.4% | 60.5%+17.9pp | 69.0%+9.5pp | 67.2%+11.2pp |
| Annual return | 23.44% | 46.05%-22.6pp | 1168.45%-1145.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $578 | $1,553-62.8% | $2,380-75.7% | $2,670-78.4% |
| Participant deferral / active EE | $3,914 | $3,024+29.4% | $3,985-1.8% | $4,125-5.1% |
| Admin fee / account holder | $776 | $5,474-85.8% | $6,852-88.7% | $5,651-86.3% |