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 | $223,759 | $118,849+88.3% | $96,562+131.7% | $167,490+33.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.84% | 50.49%-37.6pp | 37.78%-24.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,233 | $3,120-60.5% | $2,356-47.7% | $4,837-74.5% |
| Participant deferral / active EE | $5,240 | $4,616+13.5% | $3,849+36.1% | $6,341-17.4% |
| Admin fee / account holder | $40,824 | $8,065+406.2% | $6,181+560.5% | $12,309+231.7% |