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 | $178,738 | $106,890+67.2% | $84,015+112.7% | $152,861+16.9% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 17.92% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $827 | $2,734-69.8% | $1,983-58.3% | $4,762-82.6% |
| Participant deferral / active EE | $2,192 | $4,011-45.4% | $3,239-32.3% | $5,850-62.5% |
| Admin fee / account holder | $1,509 | $8,285-81.8% | $6,101-75.3% | $11,596-87.0% |