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 | $158,157 | $99,032+59.7% | $80,019+97.6% | $135,375+16.8% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | 12.54% | 15.39%-2.8pp | 11.22%+1.3pp | 519.73%-507.2pp |
| Employer contribution / active EE | $1,950 | $3,043-35.9% | $2,468-21.0% | $4,779-59.2% |
| Participant deferral / active EE | $6,039 | $4,282+41.0% | $3,686+63.9% | $5,609+7.7% |
| Admin fee / account holder | $3,840 | $10,436-63.2% | $6,521-41.1% | $10,827-64.5% |