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 | $148,989 | $106,890+39.4% | $84,015+77.3% | $152,861-2.5% |
| Participation rate | 91.3% | 75.2%+16.1pp | 69.0%+22.3pp | 82.4%+8.9pp |
| Annual return | 20.10% | 104.99%-84.9pp | 71.31%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,292 | $2,734-52.8% | $1,983-34.9% | $4,762-72.9% |
| Participant deferral / active EE | $3,563 | $4,011-11.2% | $3,239+10.0% | $5,850-39.1% |
| Admin fee / account holder | $1,387 | $8,285-83.3% | $6,101-77.3% | $11,596-88.0% |