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 | $102,659 | $104,907-2.1% | $84,611+21.3% | $152,861-32.8% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 25.61% | 373.79%-348.2pp | 258.74%-233.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $4,825 | $3,302+46.1% | $2,652+81.9% | $4,762+1.3% |
| Participant deferral / active EE | $11,661 | $4,688+148.8% | $3,899+199.1% | $5,850+99.3% |
| Admin fee / account holder | $62,028 | $6,241+893.9% | $4,912+1162.7% | $11,596+434.9% |