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 | $85,065 | $102,317-16.9% | $146,958-42.1% | $80,856+5.2% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 18.44% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $6,014 | $3,713+62.0% | $4,933+21.9% | $2,755+118.3% |
| Participant deferral / active EE | $10,564 | $6,644+59.0% | $8,070+30.9% | $4,296+145.9% |
| Admin fee / account holder | $12,611 | $7,941+58.8% | $12,998-3.0% | $6,918+82.3% |