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 | $174,528 | $84,696+106.1% | $75,696+130.6% | $167,490+4.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 18.89% | 199.36%-180.5pp | 104.53%-85.6pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,040 | $3,230-5.9% | $2,743+10.8% | $4,837-37.2% |
| Participant deferral / active EE | $24,539 | $4,580+435.8% | $3,821+542.2% | $6,341+287.0% |
| Admin fee / account holder | $15,245 | $5,355+184.7% | $3,619+321.2% | $12,309+23.8% |