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 | $165,051 | $102,317+61.3% | $146,958+12.3% | $80,856+104.1% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 16.27% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,461 | $3,713-33.7% | $4,933-50.1% | $2,755-10.6% |
| Participant deferral / active EE | $7,118 | $6,644+7.1% | $8,070-11.8% | $4,296+65.7% |
| Admin fee / account holder | $46,759 | $7,941+488.8% | $12,998+259.7% | $6,918+575.9% |