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 | $135,226 | $98,750+36.9% | $149,696-9.7% | $79,858+69.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 15.45% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,808 | $3,216+111.6% | $4,644+46.6% | $2,471+175.5% |
| Participant deferral / active EE | $12,835 | $5,680+126.0% | $6,842+87.6% | $3,740+243.2% |
| Admin fee / account holder | $8,155 | $6,053+34.7% | $9,309-12.4% | $5,306+53.7% |