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 | $148,625 | $102,317+45.3% | $146,958+1.1% | $80,856+83.8% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 14.27% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,439 | $3,713-7.4% | $4,933-30.3% | $2,755+24.8% |
| Participant deferral / active EE | $9,986 | $6,644+50.3% | $8,070+23.7% | $4,296+132.5% |
| Admin fee / account holder | $4,333 | $7,941-45.4% | $12,998-66.7% | $6,918-37.4% |