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 | $131,828 | $99,877+32.0% | $84,966+55.2% | $145,922-9.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.83% | 83.76%-66.9pp | 66.38%-49.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,447 | $3,231-55.2% | $2,727-46.9% | $4,660-68.9% |
| Participant deferral / active EE | $3,756 | $5,291-29.0% | $4,519-16.9% | $6,688-43.8% |
| Admin fee / account holder | $4,072 | $7,248-43.8% | $6,149-33.8% | $13,397-69.6% |