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 | $158,084 | $102,317+54.5% | $146,958+7.6% | $80,856+95.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 18.34% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,607 | $3,713-2.8% | $4,933-26.9% | $2,755+30.9% |
| Participant deferral / active EE | $9,983 | $6,644+50.3% | $8,070+23.7% | $4,296+132.4% |
| Admin fee / account holder | $17,633 | $7,941+122.0% | $12,998+35.7% | $6,918+154.9% |