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 | $150,540 | $81,632+84.4% | $70,449+113.7% | $158,922-5.3% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 17.07% | 208.40%-191.3pp | 109.03%-92.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,217 | $3,217-31.1% | $2,737-19.0% | $4,761-53.4% |
| Participant deferral / active EE | $5,243 | $4,554+15.1% | $3,709+41.4% | $5,982-12.4% |
| Admin fee / account holder | $4,763 | $6,193-23.1% | $3,845+23.9% | $11,246-57.6% |