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 | $152,250 | $112,096+35.8% | $95,952+58.7% | $158,922-4.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 15.52% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,346 | $3,198-57.9% | $2,541-47.0% | $4,761-71.7% |
| Participant deferral / active EE | $5,357 | $4,784+12.0% | $4,167+28.6% | $5,982-10.5% |
| Admin fee / account holder | $21,395 | $10,130+111.2% | $6,795+214.8% | $11,246+90.3% |