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 | $136,435 | $99,652+36.9% | $78,778+73.2% | $147,584-7.6% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 12.61% | 47.28%-34.7pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,420 | $2,796-49.2% | $1,986-28.5% | $4,876-70.9% |
| Participant deferral / active EE | $3,146 | $3,664-14.1% | $2,958+6.3% | $5,439-42.2% |
| Admin fee / account holder | $893 | $7,155-87.5% | $5,134-82.6% | $10,885-91.8% |