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 | $143,219 | $112,096+27.8% | $95,952+49.3% | $158,922-9.9% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 12.08% | 171.09%-159.0pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $13,064 | $3,198+308.5% | $2,541+414.1% | $4,761+174.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $28,988 | $10,130+186.2% | $6,795+326.6% | $11,246+157.8% |