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 | $175,824 | $126,574+38.9% | $106,213+65.5% | $145,922+20.5% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 12.08% | 224.79%-212.7pp | 116.14%-104.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,319 | $3,730-37.8% | $3,171-26.9% | $4,660-50.2% |
| Participant deferral / active EE | $5,190 | $5,724-9.3% | $5,016+3.5% | $6,688-22.4% |
| Admin fee / account holder | $580 | $17,304-96.6% | $11,033-94.7% | $13,397-95.7% |