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 | $121,949 | $98,750+23.5% | $149,696-18.5% | $79,858+52.7% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $7,923 | $3,216+146.3% | $4,644+70.6% | $2,471+220.6% |
| Participant deferral / active EE | $11,096 | $5,680+95.4% | $6,842+62.2% | $3,740+196.7% |
| Admin fee / account holder | $26,639 | $6,053+340.1% | $9,309+186.2% | $5,306+402.0% |