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 | $146,044 | $110,502+32.2% | $80,716+80.9% | $167,490-12.8% |
| Participation rate | 95.7% | 64.0%+31.7pp | 54.2%+41.5pp | 82.1%+13.5pp |
| Annual return | 11.17% | 120.54%-109.4pp | 87.28%-76.1pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,547 | $1,543+129.9% | $1,160+205.7% | $4,837-26.7% |
| Participant deferral / active EE | $4,760 | $2,871+65.8% | $2,146+121.8% | $6,341-24.9% |
| Admin fee / account holder | $21,022 | $4,545+362.6% | $3,380+522.0% | $12,309+70.8% |