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 | $136,238 | $102,317+33.2% | $146,958-7.3% | $80,856+68.5% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 13.43% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,988 | $3,713-46.5% | $4,933-59.7% | $2,755-27.8% |
| Participant deferral / active EE | $4,756 | $6,644-28.4% | $8,070-41.1% | $4,296+10.7% |
| Admin fee / account holder | $15,310 | $7,941+92.8% | $12,998+17.8% | $6,918+121.3% |