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 | $178,151 | $112,881+57.8% | $90,951+95.9% | $158,922+12.1% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.3pp |
| Annual return | 15.11% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,458 | $2,893-49.6% | $2,122-31.3% | $4,761-69.4% |
| Participant deferral / active EE | $4,550 | $4,128+10.2% | $3,373+34.9% | $5,982-23.9% |
| Admin fee / account holder | $3,171 | $8,041-60.6% | $5,959-46.8% | $11,246-71.8% |