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 | $124,425 | $105,998+17.4% | $92,233+34.9% | $147,584-15.7% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 14.76% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,198 | $4,333-72.3% | $3,679-67.4% | $4,876-75.4% |
| Participant deferral / active EE | $5,404 | $4,478+20.7% | $3,897+38.7% | $5,439-0.6% |
| Admin fee / account holder | $17,610 | $6,332+178.1% | $5,194+239.1% | $10,885+61.8% |