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 | $114,821 | $73,515+56.2% | $62,995+82.3% | $147,584-22.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 9.90% | 175.43%-165.5pp | 87.57%-77.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $4,158 | $3,320+25.2% | $2,759+50.7% | $4,876-14.7% |
| Participant deferral / active EE | $2,918 | $4,185-30.3% | $3,329-12.4% | $5,439-46.3% |
| Admin fee / account holder | $22,388 | $5,953+276.0% | $3,600+521.9% | $10,885+105.7% |