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 | $178,373 | $102,317+74.3% | $146,958+21.4% | $80,856+120.6% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $7,365 | $3,713+98.4% | $4,933+49.3% | $2,755+167.4% |
| Participant deferral / active EE | $12,248 | $6,644+84.3% | $8,070+51.8% | $4,296+185.1% |
| Admin fee / account holder | $56,827 | $7,941+615.6% | $12,998+337.2% | $6,918+721.4% |