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 | $147,758 | $102,317+44.4% | $146,958+0.5% | $80,856+82.7% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 24.87% | 134.76%-109.9pp | 418.34%-393.5pp | 35.59%-10.7pp |
| Employer contribution / active EE | $4,746 | $3,713+27.8% | $4,933-3.8% | $2,755+72.3% |
| Participant deferral / active EE | $7,405 | $6,644+11.5% | $8,070-8.2% | $4,296+72.4% |
| Admin fee / account holder | $1,444 | $7,941-81.8% | $12,998-88.9% | $6,918-79.1% |