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 | $146,568 | $110,502+32.6% | $80,716+81.6% | $167,490-12.5% |
| Participation rate | 76.9% | 64.0%+13.0pp | 54.2%+22.8pp | 82.1%-5.2pp |
| Annual return | 9.14% | 120.54%-111.4pp | 87.28%-78.1pp | 478.56%-469.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,383 | $2,871-17.0% | $2,146+11.0% | $6,341-62.4% |
| Admin fee / account holder | $16,735 | $4,545+268.2% | $3,380+395.1% | $12,309+36.0% |