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 | $126,998 | $91,538+38.7% | $129,995-2.3% | $75,163+69.0% |
| Participation rate | 97.1% | 71.4%+25.6pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 15.04% | -631.11%+646.2pp | -137.18%+152.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $8,082 | $2,845+184.0% | $4,320+87.1% | $2,670+202.7% |
| Participant deferral / active EE | $6,057 | $4,341+39.5% | $5,820+4.1% | $4,125+46.8% |
| Admin fee / account holder | $29,766 | $6,790+338.4% | $10,614+180.4% | $5,651+426.7% |