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 | $146,627 | $102,317+43.3% | $146,958-0.2% | $80,856+81.3% |
| Participation rate | 77.4% | 75.8%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 22.04% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $3,550 | $3,713-4.4% | $4,933-28.0% | $2,755+28.9% |
| Participant deferral / active EE | $10,095 | $6,644+51.9% | $8,070+25.1% | $4,296+135.0% |
| Admin fee / account holder | $13,497 | $7,941+70.0% | $12,998+3.8% | $6,918+95.1% |