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 | $104,599 | $102,966+1.6% | $90,281+15.9% | $152,861-31.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 18.07% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $11,463 | $3,139+265.2% | $2,854+301.6% | $4,762+140.7% |
| Participant deferral / active EE | $12,262 | $4,281+186.4% | $3,885+215.6% | $5,850+109.6% |
| Admin fee / account holder | $61,551 | $6,171+897.5% | $5,351+1050.2% | $11,596+430.8% |