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 | $124,808 | $77,145+61.8% | $108,410+15.1% | $85,850+45.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 15.10% | 44.54%-29.4pp | 905.27%-890.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,419 | $5,566+15.3% | $6,563-2.2% | $3,952+62.4% |
| Admin fee / account holder | $6,932 | $5,172+34.0% | $7,295-5.0% | $6,260+10.7% |