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 | $135,336 | $102,317+32.3% | $146,958-7.9% | $80,856+67.4% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.3pp | 67.6%+24.9pp |
| Annual return | 15.14% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $10,014 | $3,713+169.7% | $4,933+103.0% | $2,755+263.5% |
| Participant deferral / active EE | $32,381 | $6,644+387.4% | $8,070+301.3% | $4,296+653.8% |
| Admin fee / account holder | $41,786 | $7,941+426.2% | $12,998+221.5% | $6,918+504.0% |