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 | $180,822 | $98,750+83.1% | $149,696+20.8% | $79,858+126.4% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 12.92% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,740 | $3,216-45.9% | $4,644-62.5% | $2,471-29.6% |
| Participant deferral / active EE | $8,482 | $5,680+49.3% | $6,842+24.0% | $3,740+126.8% |
| Admin fee / account holder | $1,816 | $6,053-70.0% | $9,309-80.5% | $5,306-65.8% |