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 | $134,704 | $95,416+41.2% | $185,823-27.5% | $85,850+56.9% |
| Participation rate | 95.1% | 68.8%+26.3pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 17.20% | 23.59%-6.4pp | 122.05%-104.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $7,913 | $3,314+138.8% | $5,167+53.1% | $2,565+208.5% |
| Participant deferral / active EE | $11,133 | $3,423+225.2% | $5,568+99.9% | $3,952+181.7% |
| Admin fee / account holder | $7,221 | $7,213+0.1% | $16,237-55.5% | $6,260+15.3% |