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 | $124,243 | $102,317+21.4% | $146,958-15.5% | $80,856+53.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 18.18% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,252 | $3,713+14.5% | $4,933-13.8% | $2,755+54.3% |
| Participant deferral / active EE | $10,773 | $6,644+62.2% | $8,070+33.5% | $4,296+150.8% |
| Admin fee / account holder | $13,868 | $7,941+74.6% | $12,998+6.7% | $6,918+100.5% |