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 | $145,806 | $91,190+59.9% | $178,490-18.3% | $79,858+82.6% |
| Participation rate | 73.7% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 16.33% | 24.19%-7.9pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $510 | $3,256-84.3% | $5,011-89.8% | $2,471-79.4% |
| Participant deferral / active EE | $5,980 | $3,236+84.8% | $5,202+15.0% | $3,740+59.9% |
| Admin fee / account holder | $20,318 | $6,751+201.0% | $13,984+45.3% | $5,306+282.9% |