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 | $167,673 | $112,881+48.5% | $90,951+84.4% | $158,922+5.5% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 20.39% | 215.79%-195.4pp | 134.60%-114.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,546 | $2,893-46.6% | $2,122-27.1% | $4,761-67.5% |
| Participant deferral / active EE | $6,100 | $4,128+47.8% | $3,373+80.9% | $5,982+2.0% |
| Admin fee / account holder | $10,043 | $8,041+24.9% | $5,959+68.5% | $11,246-10.7% |