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 | $152,493 | $103,376+47.5% | $87,100+75.1% | $152,861-0.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 59.78% | 28.10%+31.7pp | 28.19%+31.6pp | 345.32%-285.5pp |
| Employer contribution / active EE | $1,627 | $3,220-49.5% | $2,521-35.5% | $4,762-65.8% |
| Participant deferral / active EE | $6,867 | $4,778+43.7% | $4,049+69.6% | $5,850+17.4% |
| Admin fee / account holder | $2,466 | $12,205-79.8% | $7,497-67.1% | $11,596-78.7% |