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 | $131,421 | $102,317+28.4% | $146,958-10.6% | $80,856+62.5% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 15.84% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $8,219 | $3,713+121.3% | $4,933+66.6% | $2,755+198.3% |
| Participant deferral / active EE | $3,321 | $6,644-50.0% | $8,070-58.8% | $4,296-22.7% |
| Admin fee / account holder | $15,710 | $7,941+97.8% | $12,998+20.9% | $6,918+127.1% |