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 | $145,171 | $77,145+88.2% | $108,410+33.9% | $85,850+69.1% |
| Participation rate | 84.1% | 74.7%+9.4pp | 80.1%+4.0pp | 69.3%+14.8pp |
| Annual return | 24.81% | 44.54%-19.7pp | 905.27%-880.5pp | 318.53%-293.7pp |
| Employer contribution / active EE | $1,967 | $2,379-17.3% | $3,558-44.7% | $2,565-23.3% |
| Participant deferral / active EE | $10,048 | $5,566+80.5% | $6,563+53.1% | $3,952+154.3% |
| Admin fee / account holder | $2,724 | $5,172-47.3% | $7,295-62.7% | $6,260-56.5% |