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 | $123,982+30.9% | $69,701+132.8% | $145,959+11.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 66.4%+23.6pp | 80.3%+9.7pp |
| Annual return | 12.33% | 191.01%-178.7pp | 100.32%-88.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,641 | $2,681-38.8% | $1,713-4.2% | $4,661-64.8% |
| Participant deferral / active EE | $4,058 | $4,236-4.2% | $2,887+40.6% | $6,689-39.3% |
| Admin fee / account holder | $927 | $7,867-88.2% | $4,717-80.3% | $13,398-93.1% |