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 | $115,546 | $102,317+12.9% | $146,958-21.4% | $80,856+42.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,250 | $3,713+68.3% | $4,933+26.7% | $2,755+126.9% |
| Participant deferral / active EE | $6,194 | $6,644-6.8% | $8,070-23.2% | $4,296+44.2% |
| Admin fee / account holder | $19,633 | $7,941+147.2% | $12,998+51.0% | $6,918+183.8% |