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 | $158,065 | $102,382+54.4% | $147,005+7.5% | $80,874+95.4% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 12.06% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,518 | $3,715-5.3% | $4,934-28.7% | $2,756+27.7% |
| Participant deferral / active EE | $12,444 | $6,646+87.2% | $8,070+54.2% | $4,297+189.6% |
| Admin fee / account holder | $33,796 | $7,942+325.5% | $13,006+159.8% | $6,935+387.3% |