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 | $116,670 | $58,208+100.4% | $81,812+42.6% | $80,856+44.3% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 12.09% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,647 | $2,340+141.3% | $2,912+93.9% | $2,755+105.0% |
| Participant deferral / active EE | $10,300 | $3,281+213.9% | $4,319+138.5% | $4,296+139.8% |
| Admin fee / account holder | $46,299 | $4,981+829.5% | $7,386+526.9% | $6,918+569.3% |