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 | $132,223 | $102,317+29.2% | $146,958-10.0% | $80,856+63.5% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 15.07% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,316 | $3,713+16.2% | $4,933-12.5% | $2,755+56.7% |
| Participant deferral / active EE | $7,940 | $6,644+19.5% | $8,070-1.6% | $4,296+84.8% |
| Admin fee / account holder | $15,435 | $7,941+94.4% | $12,998+18.8% | $6,918+123.1% |