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 | $179,310 | $100,773+77.9% | $88,946+101.6% | $142,382+25.9% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 16.65% | 70.18%-53.5pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,991 | $2,918+36.8% | $2,555+56.2% | $4,299-7.2% |
| Participant deferral / active EE | $7,931 | $5,230+51.6% | $4,581+73.1% | $6,507+21.9% |
| Admin fee / account holder | $3,537 | $9,693-63.5% | $8,261-57.2% | $12,624-72.0% |