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 | $156,698 | $90,348+73.4% | $75,972+106.3% | $145,922+7.4% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 12.46% | 620.88%-608.4pp | 359.55%-347.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,458 | $3,311-56.0% | $2,685-45.7% | $4,660-68.7% |
| Participant deferral / active EE | $3,393 | $5,162-34.3% | $4,255-20.3% | $6,688-49.3% |
| Admin fee / account holder | $599 | $8,467-92.9% | $6,467-90.7% | $13,397-95.5% |