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 | $179,302 | $95,266+88.2% | $82,389+117.6% | $142,382+25.9% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.5%+26.1pp | 80.1%+15.5pp |
| Annual return | 13.39% | 25.74%-12.3pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,385 | $2,991-53.7% | $2,517-45.0% | $4,299-67.8% |
| Participant deferral / active EE | $11,096 | $4,809+130.7% | $4,155+167.1% | $6,507+70.5% |
| Admin fee / account holder | $55,599 | $8,563+549.3% | $7,231+668.9% | $12,624+340.4% |