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 | $145,119 | $89,753+61.7% | $107,525+35.0% | $84,808+71.1% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 16.99% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $12,572 | $3,113+303.8% | $3,754+234.9% | $2,631+377.9% |
| Participant deferral / active EE | $2,557 | $4,056-36.9% | $5,116-50.0% | $4,212-39.3% |
| Admin fee / account holder | $5,873 | $7,222-18.7% | $8,919-34.1% | $7,344-20.0% |