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 | $135,761 | $102,317+32.7% | $146,958-7.6% | $80,856+67.9% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 14.41% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,048 | $3,713+9.0% | $4,933-17.9% | $2,755+47.0% |
| Participant deferral / active EE | $9,378 | $6,644+41.2% | $8,070+16.2% | $4,296+118.3% |
| Admin fee / account holder | $7,059 | $7,941-11.1% | $12,998-45.7% | $6,918+2.0% |