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 | $158,181 | $81,632+93.8% | $70,449+124.5% | $158,922-0.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 11.18% | 208.40%-197.2pp | 109.03%-97.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,580 | $3,217+11.3% | $2,737+30.8% | $4,761-24.8% |
| Participant deferral / active EE | $9,985 | $4,554+119.3% | $3,709+169.2% | $5,982+66.9% |
| Admin fee / account holder | $10,939 | $6,193+76.6% | $3,845+184.5% | $11,246-2.7% |