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 | $146,908 | $99,652+47.4% | $78,778+86.5% | $147,584-0.5% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 11.36% | 47.28%-35.9pp | 35.62%-24.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,813 | $2,796-35.1% | $1,986-8.7% | $4,876-62.8% |
| Participant deferral / active EE | $4,856 | $3,664+32.6% | $2,958+64.2% | $5,439-10.7% |
| Admin fee / account holder | $4,214 | $7,155-41.1% | $5,134-17.9% | $10,885-61.3% |