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 | $143,397 | $102,317+40.1% | $146,958-2.4% | $80,856+77.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 12.99% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,199 | $3,713-67.7% | $4,933-75.7% | $2,755-56.5% |
| Participant deferral / active EE | $5,126 | $6,644-22.8% | $8,070-36.5% | $4,296+19.3% |
| Admin fee / account holder | $15,667 | $7,941+97.3% | $12,998+20.5% | $6,918+126.5% |