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 | $121,748 | $98,750+23.3% | $149,696-18.7% | $79,858+52.5% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 19.82% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,189 | $3,216-0.8% | $4,644-31.3% | $2,471+29.1% |
| Participant deferral / active EE | $10,411 | $5,680+83.3% | $6,842+52.2% | $3,740+178.4% |
| Admin fee / account holder | $25,474 | $6,053+320.9% | $9,309+173.7% | $5,306+380.1% |