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 | $95,514 | $102,317-6.6% | $146,958-35.0% | $80,856+18.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,894 | $3,713-22.0% | $4,933-41.3% | $2,755+5.1% |
| Participant deferral / active EE | $8,719 | $6,644+31.2% | $8,070+8.0% | $4,296+103.0% |
| Admin fee / account holder | $36,775 | $7,941+363.1% | $12,998+182.9% | $6,918+431.6% |