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 | $88,672+53.6% | $105,223+29.5% | $82,448+65.2% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 19.35% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $5,096 | $3,048+67.2% | $3,689+38.1% | $2,551+99.8% |
| Participant deferral / active EE | $15,210 | $4,036+276.9% | $5,072+199.9% | $4,139+267.5% |
| Admin fee / account holder | $2,130 | $7,146-70.2% | $8,859-76.0% | $7,234-70.6% |