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 | $148,060 | $105,998+39.7% | $92,233+60.5% | $147,584+0.3% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 17.14% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,500 | $4,333-65.4% | $3,679-59.2% | $4,876-69.2% |
| Participant deferral / active EE | $2,676 | $4,478-40.2% | $3,897-31.3% | $5,439-50.8% |
| Admin fee / account holder | $23,373 | $6,332+269.1% | $5,194+350.0% | $10,885+114.7% |