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 | $152,327 | $117,859+29.2% | $102,438+48.7% | $145,959+4.4% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.29% | 31.72%-20.4pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,765 | $3,615-51.2% | $3,024-41.6% | $4,661-62.1% |
| Participant deferral / active EE | $8,260 | $5,732+44.1% | $5,054+63.4% | $6,689+23.5% |
| Admin fee / account holder | $5,101 | $13,318-61.7% | $9,448-46.0% | $13,398-61.9% |