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 | $140,807 | $106,890+31.7% | $84,015+67.6% | $152,861-7.9% |
| Participation rate | 91.3% | 75.2%+16.1pp | 69.0%+22.3pp | 82.4%+8.9pp |
| Annual return | 21.97% | 104.99%-83.0pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,890 | $2,734-30.9% | $1,983-4.7% | $4,762-60.3% |
| Participant deferral / active EE | $3,725 | $4,011-7.1% | $3,239+15.0% | $5,850-36.3% |
| Admin fee / account holder | $14,335 | $8,285+73.0% | $6,101+135.0% | $11,596+23.6% |