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 | $136,239 | $89,753+51.8% | $107,525+26.7% | $84,808+60.6% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 19.35% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,096 | $3,113+63.7% | $3,754+35.8% | $2,631+93.7% |
| Participant deferral / active EE | $15,210 | $4,056+275.0% | $5,116+197.3% | $4,212+261.2% |
| Admin fee / account holder | $2,130 | $7,222-70.5% | $8,919-76.1% | $7,344-71.0% |