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 | $115,266 | $89,355+29.0% | $141,162-18.3% | $72,985+57.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 21.16% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,123 | $5,418+86.8% | $6,709+50.9% | $3,607+180.6% |
| Admin fee / account holder | $21,324 | $5,958+257.9% | $10,261+107.8% | $5,124+316.1% |