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 | $147,996 | $102,966+43.7% | $90,281+63.9% | $152,861-3.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 15.24% | 95.16%-79.9pp | 78.10%-62.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,687 | $3,139-14.4% | $2,854-5.9% | $4,762-43.6% |
| Participant deferral / active EE | $2,687 | $4,281-37.2% | $3,885-30.8% | $5,850-54.1% |
| Admin fee / account holder | $9,815 | $6,171+59.1% | $5,351+83.4% | $11,596-15.4% |