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 | $193,667 | $102,382+89.2% | $147,005+31.7% | $80,874+139.5% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 12.02% | 134.89%-122.9pp | 418.76%-406.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,341 | $3,715-37.0% | $4,934-52.6% | $2,756-15.0% |
| Participant deferral / active EE | $5,155 | $6,646-22.4% | $8,070-36.1% | $4,297+20.0% |
| Admin fee / account holder | $372 | $7,942-95.3% | $13,006-97.1% | $6,935-94.6% |