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 8-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 | $139,455 | $111,724+24.8% | $93,606+49.0% | $145,922-4.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.31% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,476 | $3,090-52.2% | $2,420-39.0% | $4,660-68.3% |
| Participant deferral / active EE | $4,149 | $4,912-15.5% | $4,411-5.9% | $6,688-38.0% |
| Admin fee / account holder | $14,212 | $10,250+38.7% | $8,285+71.5% | $13,397+6.1% |