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 | $123,696 | $102,317+20.9% | $146,958-15.8% | $80,856+53.0% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.2%+13.4pp | 67.6%+28.0pp |
| Annual return | 12.32% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,757 | $3,713+82.0% | $4,933+37.0% | $2,755+145.3% |
| Participant deferral / active EE | $12,103 | $6,644+82.2% | $8,070+50.0% | $4,296+181.7% |
| Admin fee / account holder | $4,789 | $7,941-39.7% | $12,998-63.2% | $6,918-30.8% |