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 | $129,859 | $77,813+66.9% | $123,544+5.1% | $64,186+102.3% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.8pp |
| Annual return | 58.56% | 12.48%+46.1pp | 119.20%-60.6pp | 7.63%+50.9pp |
| Employer contribution / active EE | $30,398 | $3,014+908.6% | $4,628+556.9% | $2,381+1176.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,060 | $5,519+118.5% | $9,284+29.9% | $4,888+146.7% |