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 | $167,301 | $107,334+55.9% | $92,893+80.1% | $152,861+9.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 19.88% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $857 | $4,221-79.7% | $3,653-76.5% | $4,762-82.0% |
| Participant deferral / active EE | $2,855 | $4,845-41.1% | $4,236-32.6% | $5,850-51.2% |
| Admin fee / account holder | $26,674 | $7,079+276.8% | $5,794+360.4% | $11,596+130.0% |