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 | $155,060 | $95,416+62.5% | $185,823-16.6% | $85,850+80.6% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 23.50% | 23.59%-0.1pp | 122.05%-98.6pp | 318.53%-295.0pp |
| Employer contribution / active EE | $2,979 | $3,314-10.1% | $5,167-42.3% | $2,565+16.1% |
| Participant deferral / active EE | $4,976 | $3,423+45.4% | $5,568-10.6% | $3,952+25.9% |
| Admin fee / account holder | $31,237 | $7,213+333.1% | $16,237+92.4% | $6,260+399.0% |