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 | $192,461 | $109,327+76.0% | $89,391+115.3% | $158,922+21.1% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 6.32% | 345.68%-339.4pp | 245.62%-239.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,055 | $3,170-66.7% | $2,586-59.2% | $4,761-77.8% |
| Participant deferral / active EE | $2,426 | $4,598-47.2% | $3,890-37.6% | $5,982-59.4% |
| Admin fee / account holder | $44,126 | $6,153+617.2% | $4,881+804.0% | $11,246+292.4% |