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 | $173,554 | $63,346+174.0% | $92,233+88.2% | $70,131+147.5% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 15.70% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,974 | $2,471-20.1% | $3,679-46.4% | $2,342-15.7% |
| Participant deferral / active EE | $6,874 | $2,854+140.9% | $3,897+76.4% | $3,332+106.3% |
| Admin fee / account holder | $35,120 | $3,840+814.5% | $5,194+576.2% | $4,645+656.0% |