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 | $165,343 | $102,317+61.6% | $146,958+12.5% | $80,856+104.5% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,093 | $3,713-70.6% | $4,933-77.8% | $2,755-60.3% |
| Participant deferral / active EE | $6,206 | $6,644-6.6% | $8,070-23.1% | $4,296+44.5% |
| Admin fee / account holder | $11,530 | $7,941+45.2% | $12,998-11.3% | $6,918+66.7% |