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 3-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 | $121,191 | $102,317+18.4% | $146,958-17.5% | $80,856+49.9% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 11.87% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,638 | $3,713+24.9% | $4,933-6.0% | $2,755+68.3% |
| Participant deferral / active EE | $13,732 | $6,644+106.7% | $8,070+70.2% | $4,296+219.7% |
| Admin fee / account holder | $3,774 | $7,941-52.5% | $12,998-71.0% | $6,918-45.4% |