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 | $175,844 | $93,373+88.3% | $152,466+15.3% | $85,850+104.8% |
| Participation rate | 76.9% | 70.1%+6.8pp | 78.2%-1.3pp | 69.3%+7.6pp |
| Annual return | 15.84% | 21.84%-6.0pp | 757.33%-741.5pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,855 | $2,996+28.7% | $4,327-10.9% | $2,565+50.3% |
| Participant deferral / active EE | $4,928 | $4,550+8.3% | $5,820-15.3% | $3,952+24.7% |
| Admin fee / account holder | $26,580 | $13,853+91.9% | $15,805+68.2% | $6,260+324.6% |