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 | $155,170 | $90,348+71.7% | $75,972+104.2% | $145,922+6.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 15.10% | 620.88%-605.8pp | 359.55%-344.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,053 | $3,311-38.0% | $2,685-23.5% | $4,660-55.9% |
| Participant deferral / active EE | $5,717 | $5,162+10.8% | $4,255+34.3% | $6,688-14.5% |
| Admin fee / account holder | $4,052 | $8,467-52.1% | $6,467-37.3% | $13,397-69.8% |