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 | $28,545 | $102,317-72.1% | $146,958-80.6% | $80,856-64.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 21.60% | 134.76%-113.2pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $5,431 | $3,713+46.3% | $4,933+10.1% | $2,755+97.1% |
| Participant deferral / active EE | $11,305 | $6,644+70.2% | $8,070+40.1% | $4,296+163.2% |
| Admin fee / account holder | $30,613 | $7,941+285.5% | $12,998+135.5% | $6,918+342.5% |