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 | $111,181 | $91,538+21.5% | $129,995-14.5% | $75,163+47.9% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 18.51% | -631.11%+649.6pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,541 | $2,845+59.6% | $4,320+5.1% | $2,670+70.1% |
| Participant deferral / active EE | $9,881 | $4,341+127.6% | $5,820+69.8% | $4,125+139.5% |
| Admin fee / account holder | $8,583 | $6,790+26.4% | $10,614-19.1% | $5,651+51.9% |