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 | $183,384 | $102,317+79.2% | $146,958+24.8% | $80,856+126.8% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.6pp | 67.6%+12.0pp |
| Annual return | 13.06% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,181 | $3,713-14.3% | $4,933-35.5% | $2,755+15.5% |
| Participant deferral / active EE | $12,724 | $6,644+91.5% | $8,070+57.7% | $4,296+196.2% |
| Admin fee / account holder | $36,291 | $7,941+357.0% | $12,998+179.2% | $6,918+424.6% |