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 | $161,983 | $85,202+90.1% | $172,739-6.2% | $72,985+121.9% |
| Participation rate | 77.6% | 70.1%+7.6pp | 82.6%-5.0pp | 69.5%+8.1pp |
| Annual return | 18.97% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,279 | $3,324-31.5% | $5,143-55.7% | $2,440-6.6% |
| Participant deferral / active EE | $4,972 | $3,260+52.5% | $5,198-4.3% | $3,607+37.8% |
| Admin fee / account holder | $1,115 | $5,884-81.1% | $13,954-92.0% | $5,124-78.2% |