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 | $124,113 | $102,317+21.3% | $146,958-15.5% | $80,856+53.5% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 16.90% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,506 | $3,713-32.5% | $4,933-49.2% | $2,755-9.0% |
| Participant deferral / active EE | $5,458 | $6,644-17.8% | $8,070-32.4% | $4,296+27.1% |
| Admin fee / account holder | $15,553 | $7,941+95.8% | $12,998+19.7% | $6,918+124.8% |