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 | $85,459 | $102,317-16.5% | $146,958-41.8% | $80,856+5.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 13.96% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,320 | $3,713+43.3% | $4,933+7.9% | $2,755+93.1% |
| Participant deferral / active EE | $12,523 | $6,644+88.5% | $8,070+55.2% | $4,296+191.5% |
| Admin fee / account holder | $12,682 | $7,941+59.7% | $12,998-2.4% | $6,918+83.3% |