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 | $124,565 | $106,890+16.5% | $84,015+48.3% | $152,861-18.5% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.4%+12.0pp |
| Annual return | 23.87% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,285 | $2,734-16.4% | $1,983+15.2% | $4,762-52.0% |
| Participant deferral / active EE | $5,697 | $4,011+42.0% | $3,239+75.9% | $5,850-2.6% |
| Admin fee / account holder | $1,775 | $8,285-78.6% | $6,101-70.9% | $11,596-84.7% |