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 | $90,845 | $102,317-11.2% | $146,958-38.2% | $80,856+12.4% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 14.04% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,432 | $3,713+46.3% | $4,933+10.1% | $2,755+97.2% |
| Participant deferral / active EE | $12,342 | $6,644+85.8% | $8,070+52.9% | $4,296+187.3% |
| Admin fee / account holder | $18,022 | $7,941+126.9% | $12,998+38.7% | $6,918+160.5% |