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 | $179,720 | $89,355+101.1% | $141,162+27.3% | $72,985+146.2% |
| Participation rate | 76.8% | 75.1%+1.7pp | 82.5%-5.7pp | 69.5%+7.3pp |
| Annual return | 20.67% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,419 | $3,114-54.4% | $4,735-70.0% | $2,440-41.8% |
| Participant deferral / active EE | $6,695 | $5,418+23.6% | $6,709-0.2% | $3,607+85.6% |
| Admin fee / account holder | $43,093 | $5,958+623.3% | $10,261+320.0% | $5,124+740.9% |