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 | $161,501 | $90,348+78.8% | $75,972+112.6% | $145,922+10.7% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.1%+19.2pp | 80.3%+8.0pp |
| Annual return | 13.70% | 620.88%-607.2pp | 359.55%-345.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,429 | $3,311-26.6% | $2,685-9.5% | $4,660-47.9% |
| Participant deferral / active EE | $6,227 | $5,162+20.6% | $4,255+46.3% | $6,688-6.9% |
| Admin fee / account holder | $1,036 | $8,467-87.8% | $6,467-84.0% | $13,397-92.3% |