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 | $163,514 | $142,405+14.8% | $115,157+42.0% | $152,861+7.0% |
| Participation rate | 85.0% | 82.4%+2.6pp | 75.9%+9.1pp | 82.4%+2.6pp |
| Annual return | 18.92% | 41.48%-22.6pp | 35.60%-16.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,500 | $4,010-62.6% | $3,179-52.8% | $4,762-68.5% |
| Participant deferral / active EE | $2,874 | $5,164-44.4% | $4,168-31.1% | $5,850-50.9% |
| Admin fee / account holder | $951 | $8,462-88.8% | $7,088-86.6% | $11,596-91.8% |