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 | $169,059 | $106,890+58.2% | $84,015+101.2% | $152,861+10.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 29.85% | 104.99%-75.1pp | 71.31%-41.5pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,584 | $2,734-42.1% | $1,983-20.1% | $4,762-66.7% |
| Participant deferral / active EE | $8,622 | $4,011+114.9% | $3,239+166.2% | $5,850+47.4% |
| Admin fee / account holder | $5,412 | $8,285-34.7% | $6,101-11.3% | $11,596-53.3% |