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 | $122,575 | $102,966+19.0% | $90,281+35.8% | $152,861-19.8% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 24.87% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,559 | $3,139-50.3% | $2,854-45.4% | $4,762-67.3% |
| Participant deferral / active EE | $5,064 | $4,281+18.3% | $3,885+30.3% | $5,850-13.4% |
| Admin fee / account holder | $910 | $6,171-85.3% | $5,351-83.0% | $11,596-92.2% |