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 | $163,041 | $103,376+57.7% | $87,100+87.2% | $152,861+6.7% |
| Participation rate | 86.4% | 79.3%+7.0pp | 76.9%+9.5pp | 82.4%+3.9pp |
| Annual return | 22.84% | 28.10%-5.3pp | 28.19%-5.4pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,458 | $3,220-54.7% | $2,521-42.2% | $4,762-69.4% |
| Participant deferral / active EE | $4,287 | $4,778-10.3% | $4,049+5.9% | $5,850-26.7% |
| Admin fee / account holder | $1,385 | $12,205-88.7% | $7,497-81.5% | $11,596-88.1% |