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 | $162,562 | $102,317+58.9% | $146,958+10.6% | $80,856+101.0% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 11.83% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,071 | $3,713-44.2% | $4,933-58.0% | $2,755-24.8% |
| Participant deferral / active EE | $8,704 | $6,644+31.0% | $8,070+7.9% | $4,296+102.6% |
| Admin fee / account holder | $47,461 | $7,941+497.7% | $12,998+265.1% | $6,918+586.1% |