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 | $134,441 | $99,652+34.9% | $78,778+70.7% | $147,584-8.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 14.07% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,176 | $2,796-57.9% | $1,986-40.8% | $4,876-75.9% |
| Participant deferral / active EE | $1,437 | $3,664-60.8% | $2,958-51.4% | $5,439-73.6% |
| Admin fee / account holder | $11,167 | $7,155+56.1% | $5,134+117.5% | $10,885+2.6% |