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 | $150,348 | $102,317+46.9% | $146,958+2.3% | $80,856+85.9% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,017 | $3,713-18.8% | $4,933-38.8% | $2,755+9.5% |
| Participant deferral / active EE | $6,731 | $6,644+1.3% | $8,070-16.6% | $4,296+56.7% |
| Admin fee / account holder | $1,612 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |