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 | $123,353 | $102,317+20.6% | $146,958-16.1% | $80,856+52.6% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 18.87% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $3,445 | $3,713-7.2% | $4,933-30.2% | $2,755+25.1% |
| Participant deferral / active EE | $6,698 | $6,644+0.8% | $8,070-17.0% | $4,296+55.9% |
| Admin fee / account holder | $67,979 | $7,941+756.0% | $12,998+423.0% | $6,918+882.6% |