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 | $70,289 | $91,538-23.2% | $129,995-45.9% | $75,163-6.5% |
| Participation rate | 96.2% | 71.4%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 14.43% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $7,063 | $2,845+148.2% | $4,320+63.5% | $2,670+164.5% |
| Participant deferral / active EE | $14,103 | $4,341+224.9% | $5,820+142.3% | $4,125+241.9% |
| Admin fee / account holder | $25,813 | $6,790+280.2% | $10,614+143.2% | $5,651+356.8% |