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 | $114,620 | $58,208+96.9% | $81,812+40.1% | $80,856+41.8% |
| Participation rate | 82.9% | 63.4%+19.5pp | 72.3%+10.6pp | 67.6%+15.3pp |
| Annual return | 10.97% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,926 | $2,340-17.7% | $2,912-33.9% | $2,755-30.1% |
| Participant deferral / active EE | $4,544 | $3,281+38.5% | $4,319+5.2% | $4,296+5.8% |
| Admin fee / account holder | $2,135 | $4,981-57.1% | $7,386-71.1% | $6,918-69.1% |