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 | $158,615 | $105,998+49.6% | $92,233+72.0% | $147,584+7.5% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 11.03% | 50.05%-39.0pp | 176.28%-165.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,476 | $4,333-65.9% | $3,679-59.9% | $4,876-69.7% |
| Participant deferral / active EE | $1,743 | $4,478-61.1% | $3,897-55.3% | $5,439-68.0% |
| Admin fee / account holder | $25,180 | $6,332+297.6% | $5,194+384.8% | $10,885+131.3% |