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 | $130,386 | $102,317+27.4% | $146,958-11.3% | $80,856+61.3% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 16.05% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,080 | $3,713-17.0% | $4,933-37.6% | $2,755+11.8% |
| Participant deferral / active EE | $8,556 | $6,644+28.8% | $8,070+6.0% | $4,296+99.2% |
| Admin fee / account holder | $5,212 | $7,941-34.4% | $12,998-59.9% | $6,918-24.7% |