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 | $101,965 | $89,753+13.6% | $107,525-5.2% | $84,808+20.2% |
| Participation rate | 86.5% | 68.1%+18.5pp | 75.1%+11.5pp | 68.3%+18.2pp |
| Annual return | 14.76% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,079 | $3,113+31.0% | $3,754+8.7% | $2,631+55.0% |
| Participant deferral / active EE | $8,980 | $4,056+121.4% | $5,116+75.5% | $4,212+113.2% |
| Admin fee / account holder | $36,786 | $7,222+409.4% | $8,919+312.5% | $7,344+400.9% |