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 | $174,105 | $102,317+70.2% | $146,958+18.5% | $80,856+115.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | 13.51% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,676 | $3,713-27.9% | $4,933-45.8% | $2,755-2.9% |
| Participant deferral / active EE | $6,163 | $6,644-7.2% | $8,070-23.6% | $4,296+43.5% |
| Admin fee / account holder | $3,564 | $7,941-55.1% | $12,998-72.6% | $6,918-48.5% |