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 | $126,651 | $105,181+20.4% | $159,436-20.6% | $85,850+47.5% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | 15.16% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $670 | $3,318-79.8% | $4,829-86.1% | $2,565-73.9% |
| Participant deferral / active EE | $7,467 | $5,945+25.6% | $7,352+1.6% | $3,952+89.0% |
| Admin fee / account holder | $32,562 | $6,933+369.6% | $10,799+201.5% | $6,260+420.2% |