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 9-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 | $148,813 | $102,382+45.4% | $147,005+1.2% | $80,874+84.0% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 12.24% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,387 | $6,646+116.5% | $8,070+78.3% | $4,297+234.8% |
| Admin fee / account holder | $36,857 | $7,942+364.1% | $13,006+183.4% | $6,935+431.5% |