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 | $190,479 | $135,635+40.4% | $110,238+72.8% | $135,375+40.7% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -5.67% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,912 | $4,906-20.3% | $3,826+2.2% | $4,779-18.1% |
| Participant deferral / active EE | $10,120 | $5,506+83.8% | $4,672+116.6% | $5,609+80.4% |
| Admin fee / account holder | $17,404 | $11,457+51.9% | $8,547+103.6% | $10,827+60.7% |