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 | $158,425 | $110,809+43.0% | $86,874+82.4% | $167,490-5.4% |
| Participation rate | 86.4% | 75.8%+10.6pp | 71.6%+14.7pp | 82.1%+4.3pp |
| Annual return | 16.02% | 116.98%-101.0pp | 63.52%-47.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,877 | $4,546+7.3% | $3,699+31.9% | $6,341-23.1% |
| Admin fee / account holder | $21,031 | $8,415+149.9% | $5,828+260.9% | $12,309+70.9% |