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 | $99,546 | $102,317-2.7% | $146,958-32.3% | $80,856+23.1% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,777 | $3,713+136.4% | $4,933+77.9% | $2,755+218.6% |
| Participant deferral / active EE | $12,516 | $6,644+88.4% | $8,070+55.1% | $4,296+191.4% |
| Admin fee / account holder | $16,524 | $7,941+108.1% | $12,998+27.1% | $6,918+138.9% |