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 | $132,257 | $102,317+29.3% | $146,958-10.0% | $80,856+63.6% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 13.16% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,832 | $3,713-23.7% | $4,933-42.6% | $2,755+2.8% |
| Participant deferral / active EE | $11,798 | $6,644+77.6% | $8,070+46.2% | $4,296+174.6% |
| Admin fee / account holder | $11,239 | $7,941+41.5% | $12,998-13.5% | $6,918+62.5% |