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 | $117,762 | $102,317+15.1% | $146,958-19.9% | $80,856+45.6% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 18.73% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $6,671 | $3,713+79.7% | $4,933+35.2% | $2,755+142.2% |
| Participant deferral / active EE | $10,424 | $6,644+56.9% | $8,070+29.2% | $4,296+142.7% |
| Admin fee / account holder | $20,129 | $7,941+153.5% | $12,998+54.9% | $6,918+191.0% |