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 | $113,290 | $85,202+33.0% | $172,739-34.4% | $72,985+55.2% |
| Participation rate | 79.7% | 70.1%+9.6pp | 82.6%-2.9pp | 69.5%+10.2pp |
| Annual return | 21.29% | 27.32%-6.0pp | 802.84%-781.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,637 | $3,324-50.8% | $5,143-68.2% | $2,440-32.9% |
| Participant deferral / active EE | $5,164 | $3,260+58.4% | $5,198-0.6% | $3,607+43.2% |
| Admin fee / account holder | $10,535 | $5,884+79.0% | $13,954-24.5% | $5,124+105.6% |