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 | $134,598 | $88,672+51.8% | $105,223+27.9% | $82,448+63.3% |
| Participation rate | 97.7% | 67.9%+29.8pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 17.77% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,350 | $3,048+9.9% | $3,689-9.2% | $2,551+31.3% |
| Participant deferral / active EE | $9,666 | $4,036+139.5% | $5,072+90.6% | $4,139+133.5% |
| Admin fee / account holder | $3,513 | $7,146-50.8% | $8,859-60.3% | $7,234-51.4% |