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 | $156,758 | $91,552+71.2% | $133,956+17.0% | $79,858+96.3% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 15.74% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,471 | $2,384-38.3% | $3,919-62.5% | $2,471-40.5% |
| Participant deferral / active EE | $3,500 | $3,733-6.3% | $5,048-30.7% | $3,740-6.4% |
| Admin fee / account holder | $23,980 | $6,321+279.4% | $8,927+168.6% | $5,306+351.9% |