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 | $126,254 | $102,317+23.4% | $146,958-14.1% | $80,856+56.1% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 15.76% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,011 | $3,713+34.9% | $4,933+1.6% | $2,755+81.9% |
| Participant deferral / active EE | $5,488 | $6,644-17.4% | $8,070-32.0% | $4,296+27.7% |
| Admin fee / account holder | $4,307 | $7,941-45.8% | $12,998-66.9% | $6,918-37.7% |