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 | $147,934 | $124,319+19.0% | $111,297+32.9% | $167,490-11.7% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 17.07% | 37.44%-20.4pp | 54.65%-37.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $6,304 | $3,435+83.5% | $2,731+130.8% | $4,837+30.3% |
| Participant deferral / active EE | $9,795 | $5,180+89.1% | $4,487+118.3% | $6,341+54.5% |
| Admin fee / account holder | $25,507 | $10,618+140.2% | $7,964+220.3% | $12,309+107.2% |