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 | $189,289 | $112,881+67.7% | $90,951+108.1% | $158,922+19.1% |
| Participation rate | 78.9% | 74.7%+4.2pp | 69.0%+9.9pp | 82.0%-3.0pp |
| Annual return | 13.03% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,453 | $2,893-49.8% | $2,122-31.5% | $4,761-69.5% |
| Participant deferral / active EE | $4,215 | $4,128+2.1% | $3,373+25.0% | $5,982-29.5% |
| Admin fee / account holder | $345 | $8,041-95.7% | $5,959-94.2% | $11,246-96.9% |