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 | $150,195 | $102,317+46.8% | $146,958+2.2% | $80,856+85.8% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 13.89% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,676 | $3,713-27.9% | $4,933-45.7% | $2,755-2.8% |
| Participant deferral / active EE | $9,964 | $6,644+50.0% | $8,070+23.5% | $4,296+131.9% |
| Admin fee / account holder | $12,661 | $7,941+59.4% | $12,998-2.6% | $6,918+83.0% |