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 | $125,259 | $74,888+67.3% | $71,209+75.9% | $142,382-12.0% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 15.56% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,089 | $2,854+78.3% | $2,721+87.0% | $4,299+18.4% |
| Participant deferral / active EE | $10,277 | $4,454+130.7% | $4,175+146.1% | $6,507+57.9% |
| Admin fee / account holder | $53,625 | $5,568+863.0% | $5,349+902.6% | $12,624+324.8% |