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 | $174,289 | $118,849+46.6% | $96,562+80.5% | $167,490+4.1% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.02% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,212 | $3,120-61.1% | $2,356-48.5% | $4,837-74.9% |
| Participant deferral / active EE | $5,566 | $4,616+20.6% | $3,849+44.6% | $6,341-12.2% |
| Admin fee / account holder | $64,451 | $8,065+699.1% | $6,181+942.8% | $12,309+423.6% |