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 | $134,999 | $102,382+31.9% | $147,005-8.2% | $80,874+66.9% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 19.84% | 134.89%-115.1pp | 418.76%-398.9pp | 35.62%-15.8pp |
| Employer contribution / active EE | $3,467 | $3,715-6.7% | $4,934-29.7% | $2,756+25.8% |
| Participant deferral / active EE | $4,833 | $6,646-27.3% | $8,070-40.1% | $4,297+12.5% |
| Admin fee / account holder | $2,036 | $7,942-74.4% | $13,006-84.3% | $6,935-70.6% |