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 | $144,699 | $102,317+41.4% | $146,958-1.5% | $80,856+79.0% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 15.34% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,009 | $3,713+34.9% | $4,933+1.6% | $2,755+81.8% |
| Participant deferral / active EE | $12,247 | $6,644+84.3% | $8,070+51.8% | $4,296+185.1% |
| Admin fee / account holder | $14,446 | $7,941+81.9% | $12,998+11.1% | $6,918+108.8% |