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 | $169,276 | $102,317+65.4% | $146,958+15.2% | $80,856+109.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+5.9pp | 67.6%+20.5pp |
| Annual return | 12.06% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,384 | $3,713+45.0% | $4,933+9.1% | $2,755+95.4% |
| Participant deferral / active EE | $5,660 | $6,644-14.8% | $8,070-29.9% | $4,296+31.7% |
| Admin fee / account holder | $1,930 | $7,941-75.7% | $12,998-85.2% | $6,918-72.1% |