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 | $151,746 | $98,750+53.7% | $149,696+1.4% | $79,858+90.0% |
| Participation rate | 94.9% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.3pp |
| Annual return | 17.10% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,001 | $3,216-37.8% | $4,644-56.9% | $2,471-19.0% |
| Participant deferral / active EE | $5,203 | $5,680-8.4% | $6,842-24.0% | $3,740+39.1% |
| Admin fee / account holder | $3,255 | $6,053-46.2% | $9,309-65.0% | $5,306-38.7% |