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 | $74,006 | $68,346+8.3% | $94,646-21.8% | $75,163-1.5% |
| Participation rate | 83.1% | 76.1%+6.9pp | 80.8%+2.2pp | 67.2%+15.9pp |
| Annual return | 18.39% | 616.93%-598.5pp | 156.71%-138.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $6,841 | $2,701+153.3% | $3,672+86.3% | $2,670+156.2% |
| Participant deferral / active EE | $13,682 | $6,537+109.3% | $7,418+84.4% | $4,125+231.7% |
| Admin fee / account holder | $24,012 | $5,326+350.8% | $7,231+232.1% | $5,651+324.9% |