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 | $117,257 | $95,416+22.9% | $185,823-36.9% | $85,850+36.6% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.0pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $12,421 | $3,314+274.8% | $5,167+140.4% | $2,565+384.2% |
| Participant deferral / active EE | $3,553 | $3,423+3.8% | $5,568-36.2% | $3,952-10.1% |
| Admin fee / account holder | $25,427 | $7,213+252.5% | $16,237+56.6% | $6,260+306.2% |