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 | $127,837 | $98,750+29.5% | $149,696-14.6% | $79,858+60.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 15.07% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,983 | $3,216+54.9% | $4,644+7.3% | $2,471+101.7% |
| Participant deferral / active EE | $3,117 | $5,680-45.1% | $6,842-54.4% | $3,740-16.7% |
| Admin fee / account holder | $10,844 | $6,053+79.2% | $9,309+16.5% | $5,306+104.4% |