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 | $121,297 | $91,190+33.0% | $178,490-32.0% | $79,858+51.9% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 12.12% | 24.19%-12.1pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $5,945 | $3,256+82.6% | $5,011+18.6% | $2,471+140.6% |
| Participant deferral / active EE | $5,376 | $3,236+66.1% | $5,202+3.4% | $3,740+43.7% |
| Admin fee / account holder | $24,764 | $6,751+266.8% | $13,984+77.1% | $5,306+366.7% |