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 | $151,717 | $102,317+48.3% | $146,958+3.2% | $80,856+87.6% |
| Participation rate | 77.4% | 75.8%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 25.61% | 134.76%-109.1pp | 418.34%-392.7pp | 35.59%-10.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,295 | $6,644+39.9% | $8,070+15.2% | $4,296+116.4% |
| Admin fee / account holder | $5,021 | $7,941-36.8% | $12,998-61.4% | $6,918-27.4% |