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 | $162,247 | $123,909+30.9% | $69,647+133.0% | $145,922+11.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 66.5%+23.5pp | 80.3%+9.7pp |
| Annual return | 12.33% | 190.55%-178.2pp | 100.48%-88.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,641 | $2,682-38.8% | $1,712-4.2% | $4,660-64.8% |
| Participant deferral / active EE | $4,058 | $4,236-4.2% | $2,886+40.6% | $6,688-39.3% |
| Admin fee / account holder | $927 | $7,863-88.2% | $4,713-80.3% | $13,397-93.1% |