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 | $116,516 | $102,317+13.9% | $146,958-20.7% | $80,856+44.1% |
| Participation rate | 81.6% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 13.91% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,520 | $3,713-59.1% | $4,933-69.2% | $2,755-44.8% |
| Participant deferral / active EE | $4,970 | $6,644-25.2% | $8,070-38.4% | $4,296+15.7% |
| Admin fee / account holder | $2,516 | $7,941-68.3% | $12,998-80.6% | $6,918-63.6% |