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 | $139,652 | $105,126+32.8% | $94,646+47.6% | $139,434+0.2% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 22.09% | 38.03%-15.9pp | 156.71%-134.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $9,520 | $4,106+131.9% | $3,672+159.2% | $4,751+100.4% |
| Participant deferral / active EE | $5,962 | $7,599-21.5% | $7,418-19.6% | $6,710-11.1% |
| Admin fee / account holder | $1,247 | $8,984-86.1% | $7,231-82.7% | $11,403-89.1% |