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 | $170,913 | $102,317+67.0% | $146,958+16.3% | $80,856+111.4% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.9pp | 67.6%+4.7pp |
| Annual return | 14.13% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,972 | $3,713-46.9% | $4,933-60.0% | $2,755-28.4% |
| Participant deferral / active EE | $7,375 | $6,644+11.0% | $8,070-8.6% | $4,296+71.7% |
| Admin fee / account holder | $22,002 | $7,941+177.1% | $12,998+69.3% | $6,918+218.0% |