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 | $156,695 | $85,202+83.9% | $172,739-9.3% | $72,985+114.7% |
| Participation rate | 86.8% | 70.1%+16.8pp | 82.6%+4.2pp | 69.5%+17.4pp |
| Annual return | 19.45% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,282 | $3,324-31.3% | $5,143-55.6% | $2,440-6.5% |
| Participant deferral / active EE | $4,119 | $3,260+26.3% | $5,198-20.7% | $3,607+14.2% |
| Admin fee / account holder | $1,613 | $5,884-72.6% | $13,954-88.4% | $5,124-68.5% |