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 | $132,852 | $102,317+29.8% | $146,958-9.6% | $80,856+64.3% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 17.20% | 134.76%-117.6pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,799 | $3,713+83.1% | $4,933+37.8% | $2,755+146.8% |
| Participant deferral / active EE | $15,699 | $6,644+136.3% | $8,070+94.5% | $4,296+265.5% |
| Admin fee / account holder | $13,347 | $7,941+68.1% | $12,998+2.7% | $6,918+92.9% |