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 | $39,040 | $102,317-61.8% | $146,958-73.4% | $80,856-51.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 12.96% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,823 | $3,713+56.8% | $4,933+18.0% | $2,755+111.4% |
| Participant deferral / active EE | $11,887 | $6,644+78.9% | $8,070+47.3% | $4,296+176.7% |
| Admin fee / account holder | $13,744 | $7,941+73.1% | $12,998+5.7% | $6,918+98.7% |