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 | $138,156 | $102,382+34.9% | $147,005-6.0% | $80,874+70.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 13.83% | 134.89%-121.1pp | 418.76%-404.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,486 | $3,715-60.0% | $4,934-69.9% | $2,756-46.1% |
| Participant deferral / active EE | $11,459 | $6,646+72.4% | $8,070+42.0% | $4,297+166.7% |
| Admin fee / account holder | $6,300 | $7,942-20.7% | $13,006-51.6% | $6,935-9.2% |