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 | $141,341 | $102,317+38.1% | $146,958-3.8% | $80,856+74.8% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 13.35% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,758 | $3,713+55.1% | $4,933+16.7% | $2,755+109.0% |
| Participant deferral / active EE | $3,781 | $6,644-43.1% | $8,070-53.1% | $4,296-12.0% |
| Admin fee / account holder | $6,907 | $7,941-13.0% | $12,998-46.9% | $6,918-0.2% |