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 | $144,053 | $102,317+40.8% | $146,958-2.0% | $80,856+78.2% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 17.62% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,900 | $3,713-48.8% | $4,933-61.5% | $2,755-31.0% |
| Participant deferral / active EE | $8,157 | $6,644+22.8% | $8,070+1.1% | $4,296+89.9% |
| Admin fee / account holder | $24,045 | $7,941+202.8% | $12,998+85.0% | $6,918+247.6% |