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 | $135,593 | $102,317+32.5% | $146,958-7.7% | $80,856+67.7% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 12.06% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,952 | $3,713+6.4% | $4,933-19.9% | $2,755+43.4% |
| Participant deferral / active EE | $6,322 | $6,644-4.8% | $8,070-21.7% | $4,296+47.2% |
| Admin fee / account holder | $9,368 | $7,941+18.0% | $12,998-27.9% | $6,918+35.4% |