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 | $126,328 | $102,317+23.5% | $146,958-14.0% | $80,856+56.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 16.26% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $10,633 | $3,713+186.4% | $4,933+115.5% | $2,755+286.0% |
| Participant deferral / active EE | $12,076 | $6,644+81.8% | $8,070+49.6% | $4,296+181.1% |
| Admin fee / account holder | $31,832 | $7,941+300.8% | $12,998+144.9% | $6,918+360.1% |