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 | $153,436 | $95,416+60.8% | $185,823-17.4% | $85,850+78.7% |
| Participation rate | 76.1% | 68.8%+7.3pp | 81.7%-5.6pp | 69.3%+6.8pp |
| Annual return | 16.09% | 23.59%-7.5pp | 122.05%-106.0pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,444 | $3,314-26.2% | $5,167-52.7% | $2,565-4.7% |
| Participant deferral / active EE | $5,914 | $3,423+72.8% | $5,568+6.2% | $3,952+49.7% |
| Admin fee / account holder | $904 | $7,213-87.5% | $16,237-94.4% | $6,260-85.6% |