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 | $119,441 | $88,672+34.7% | $105,223+13.5% | $82,448+44.9% |
| Participation rate | 83.7% | 67.9%+15.8pp | 75.0%+8.7pp | 68.1%+15.7pp |
| Annual return | 13.00% | 30.86%-17.9pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,527 | $3,048+48.5% | $3,689+22.7% | $2,551+77.4% |
| Participant deferral / active EE | $5,021 | $4,036+24.4% | $5,072-1.0% | $4,139+21.3% |
| Admin fee / account holder | $70,695 | $7,146+889.3% | $8,859+698.0% | $7,234+877.2% |