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 | $110,212 | $102,317+7.7% | $146,958-25.0% | $80,856+36.3% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 14.89% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,496 | $3,713+48.0% | $4,933+11.4% | $2,755+99.5% |
| Participant deferral / active EE | $15,925 | $6,644+139.7% | $8,070+97.3% | $4,296+270.7% |
| Admin fee / account holder | $4,991 | $7,941-37.1% | $12,998-61.6% | $6,918-27.9% |