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 | $149,596 | $77,813+92.2% | $123,544+21.1% | $64,186+133.1% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -6.01% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,751 | $3,014-41.9% | $4,628-62.2% | $2,381-26.4% |
| Participant deferral / active EE | $9,517 | $5,240+81.6% | $6,426+48.1% | $3,470+174.3% |
| Admin fee / account holder | $10,177 | $5,519+84.4% | $9,284+9.6% | $4,888+108.2% |