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 | $177,532 | $112,096+58.4% | $95,952+85.0% | $158,922+11.7% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 12.00% | 171.09%-159.1pp | 91.61%-79.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,645 | $3,198+14.0% | $2,541+43.5% | $4,761-23.4% |
| Participant deferral / active EE | $8,174 | $4,784+70.9% | $4,167+96.2% | $5,982+36.6% |
| Admin fee / account holder | $1,475 | $10,130-85.4% | $6,795-78.3% | $11,246-86.9% |