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 | $122,286 | $102,317+19.5% | $146,958-16.8% | $80,856+51.2% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 14.60% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,967 | $3,713+33.8% | $4,933+0.7% | $2,755+80.3% |
| Participant deferral / active EE | $7,326 | $6,644+10.3% | $8,070-9.2% | $4,296+70.5% |
| Admin fee / account holder | $19,448 | $7,941+144.9% | $12,998+49.6% | $6,918+181.1% |