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 | $136,395 | $89,355+52.6% | $141,162-3.4% | $72,985+86.9% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.3pp | 69.5%+17.3pp |
| Annual return | 23.56% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,172 | $5,418+50.8% | $6,709+21.8% | $3,607+126.5% |
| Admin fee / account holder | $11,445 | $5,958+92.1% | $10,261+11.5% | $5,124+123.3% |