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 | $112,379 | $102,317+9.8% | $146,958-23.5% | $80,856+39.0% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.8pp | 67.6%+18.4pp |
| Annual return | 12.21% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,931 | $3,713+32.8% | $4,9330% | $2,755+79.0% |
| Participant deferral / active EE | $17,687 | $6,644+166.2% | $8,070+119.2% | $4,296+311.7% |
| Admin fee / account holder | $15,696 | $7,941+97.7% | $12,998+20.8% | $6,918+126.9% |