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 | $153,511 | $96,635+58.9% | $86,612+77.2% | $139,434+10.1% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 16.06% | 106.41%-90.4pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,965 | $3,263-9.1% | $3,022-1.9% | $4,751-37.6% |
| Participant deferral / active EE | $7,934 | $4,836+64.1% | $4,438+78.8% | $6,710+18.2% |
| Admin fee / account holder | $3,216 | $6,408-49.8% | $5,614-42.7% | $11,403-71.8% |