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 | $142,040 | $102,317+38.8% | $146,958-3.3% | $80,856+75.7% |
| Participation rate | 88.7% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 12.60% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,343 | $3,713+43.9% | $4,933+8.3% | $2,755+94.0% |
| Participant deferral / active EE | $11,154 | $6,644+67.9% | $8,070+38.2% | $4,296+159.6% |
| Admin fee / account holder | $2,897 | $7,941-63.5% | $12,998-77.7% | $6,918-58.1% |