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 | $180,048 | $93,571+92.4% | $135,903+32.5% | $75,163+139.5% |
| Participation rate | 71.8% | 75.2%-3.4pp | 81.9%-10.1pp | 67.2%+4.6pp |
| Annual return | 17.42% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,610 | $3,537-54.5% | $4,856-66.9% | $2,670-39.7% |
| Participant deferral / active EE | $12,739 | $6,404+98.9% | $7,758+64.2% | $4,125+208.8% |
| Admin fee / account holder | $679 | $6,975-90.3% | $10,762-93.7% | $5,651-88.0% |