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 | $146,618 | $99,985+46.6% | $146,6650% | $85,850+70.8% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 11.96% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $4,003 | $2,559+56.5% | $4,136-3.2% | $2,565+56.1% |
| Participant deferral / active EE | $10,917 | $4,006+172.5% | $5,506+98.3% | $3,952+176.3% |
| Admin fee / account holder | $1,323 | $7,702-82.8% | $10,280-87.1% | $6,260-78.9% |