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 | $137,727 | $102,317+34.6% | $146,958-6.3% | $80,856+70.3% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 14.02% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,609 | $3,713+24.1% | $4,933-6.6% | $2,755+67.3% |
| Participant deferral / active EE | $8,248 | $6,644+24.1% | $8,070+2.2% | $4,296+92.0% |
| Admin fee / account holder | $2,100 | $7,941-73.6% | $12,998-83.8% | $6,918-69.6% |