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 | $178,431 | $91,552+94.9% | $133,956+33.2% | $79,858+123.4% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.6%+22.9pp |
| Annual return | 16.22% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,802 | $2,384-24.4% | $3,919-54.0% | $2,471-27.1% |
| Participant deferral / active EE | $6,641 | $3,733+77.9% | $5,048+31.6% | $3,740+77.6% |
| Admin fee / account holder | $1,892 | $6,321-70.1% | $8,927-78.8% | $5,306-64.3% |