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 | $176,433 | $102,317+72.4% | $146,958+20.1% | $80,856+118.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 12.41% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,591 | $3,713+23.6% | $4,933-6.9% | $2,755+66.6% |
| Participant deferral / active EE | $7,845 | $6,644+18.1% | $8,070-2.8% | $4,296+82.6% |
| Admin fee / account holder | $35,921 | $7,941+352.3% | $12,998+176.4% | $6,918+419.2% |