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 | $147,109 | $102,317+43.8% | $146,958+0.1% | $80,856+81.9% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.3pp | 67.6%+24.9pp |
| Annual return | 12.40% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,405 | $3,713-35.2% | $4,933-51.3% | $2,755-12.7% |
| Participant deferral / active EE | $6,991 | $6,644+5.2% | $8,070-13.4% | $4,296+62.7% |
| Admin fee / account holder | $27,686 | $7,941+248.6% | $12,998+113.0% | $6,918+300.2% |