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 | $155,053 | $102,382+51.4% | $147,005+5.5% | $80,874+91.7% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 13.46% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,497 | $6,646+12.8% | $8,070-7.1% | $4,297+74.5% |
| Admin fee / account holder | $33,093 | $7,942+316.7% | $13,006+154.4% | $6,935+377.2% |