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 | $164,173 | $108,919+50.7% | $100,391+63.5% | $145,922+12.5% |
| Participation rate | 94.7% | 82.9%+11.8pp | 81.5%+13.3pp | 80.3%+14.5pp |
| Annual return | 10.35% | 57.88%-47.5pp | 49.20%-38.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,655 | $4,419-62.6% | $3,942-58.0% | $4,660-64.5% |
| Participant deferral / active EE | $11,785 | $8,445+39.6% | $8,082+45.8% | $6,688+76.2% |
| Admin fee / account holder | $21,917 | $9,689+126.2% | $7,899+177.5% | $13,397+63.6% |