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 | $121,838 | $89,753+35.7% | $107,525+13.3% | $84,808+43.7% |
| Participation rate | 97.6% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 13.43% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,236 | $3,113+36.1% | $3,754+12.9% | $2,631+61.0% |
| Participant deferral / active EE | $12,644 | $4,056+211.7% | $5,116+147.2% | $4,212+200.2% |
| Admin fee / account holder | $31,602 | $7,222+337.6% | $8,919+254.3% | $7,344+330.3% |