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 | $123,914 | $65,409+89.4% | $98,442+25.9% | $85,850+44.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.18% | 21.76%-9.6pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,332 | $2,168-38.6% | $2,960-55.0% | $2,565-48.1% |
| Participant deferral / active EE | $8,825 | $3,166+178.7% | $4,276+106.4% | $3,952+123.3% |
| Admin fee / account holder | $30,038 | $4,593+554.0% | $5,949+404.9% | $6,260+379.8% |