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 | $128,305 | $105,998+21.0% | $92,233+39.1% | $147,584-13.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 11.23% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,589 | $4,333-63.3% | $3,679-56.8% | $4,876-67.4% |
| Participant deferral / active EE | $2,474 | $4,478-44.8% | $3,897-36.5% | $5,439-54.5% |
| Admin fee / account holder | $25,899 | $6,332+309.0% | $5,194+398.7% | $10,885+137.9% |