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 | $129,801 | $91,190+42.3% | $178,490-27.3% | $79,858+62.5% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.8pp | 69.6%+6.5pp |
| Annual return | 14.86% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $5,054 | $3,256+55.2% | $5,011+0.9% | $2,471+104.6% |
| Participant deferral / active EE | $3,758 | $3,236+16.1% | $5,202-27.7% | $3,740+0.5% |
| Admin fee / account holder | $33,375 | $6,751+394.4% | $13,984+138.7% | $5,306+529.0% |