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 | $174,318 | $96,128+81.3% | $136,007+28.2% | $80,856+115.6% |
| Participation rate | 79.3% | 71.2%+8.1pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 15.07% | 28.71%-13.6pp | 579.32%-564.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,717 | $3,351-18.9% | $4,217-35.6% | $2,755-1.4% |
| Participant deferral / active EE | $9,854 | $5,709+72.6% | $7,025+40.3% | $4,296+129.4% |
| Admin fee / account holder | $3,445 | $8,236-58.2% | $6,858-49.8% | $6,918-50.2% |