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 | $121,065 | $102,317+18.3% | $146,958-17.6% | $80,856+49.7% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 12.49% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,230 | $3,713-13.0% | $4,933-34.5% | $2,755+17.2% |
| Participant deferral / active EE | $5,825 | $6,644-12.3% | $8,070-27.8% | $4,296+35.6% |
| Admin fee / account holder | $22,286 | $7,941+180.6% | $12,998+71.5% | $6,918+222.2% |