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 | $89,217 | $102,317-12.8% | $146,958-39.3% | $80,856+10.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 26.10% | 134.76%-108.7pp | 418.34%-392.2pp | 35.59%-9.5pp |
| Employer contribution / active EE | $5,652 | $3,713+52.2% | $4,933+14.6% | $2,755+105.2% |
| Participant deferral / active EE | $11,253 | $6,644+69.4% | $8,070+39.4% | $4,296+162.0% |
| Admin fee / account holder | $14,860 | $7,941+87.1% | $12,998+14.3% | $6,918+114.8% |