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 | $112,513 | $100,773+11.6% | $88,946+26.5% | $142,382-21.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.57% | 70.18%-52.6pp | 57.82%-40.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,595 | $2,918+57.5% | $2,555+79.8% | $4,299+6.9% |
| Participant deferral / active EE | $3,108 | $5,230-40.6% | $4,581-32.2% | $6,507-52.2% |
| Admin fee / account holder | $33,221 | $9,693+242.7% | $8,261+302.1% | $12,624+163.2% |