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 | $116,906 | $81,248+43.9% | $155,509-24.8% | $80,856+44.6% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+27.0pp |
| Annual return | 153.33% | 33.31%+120.0pp | 64.67%+88.7pp | 35.59%+117.7pp |
| Employer contribution / active EE | $10,169 | $3,100+228.0% | $4,672+117.6% | $2,755+269.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,509 | $7,997-6.1% | $15,912-52.8% | $6,918+8.5% |