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 | $137,952 | $88,672+55.6% | $105,223+31.1% | $82,448+67.3% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 15.12% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $14,086 | $3,048+362.2% | $3,689+281.9% | $2,551+452.2% |
| Participant deferral / active EE | $6,318 | $4,036+56.5% | $5,072+24.6% | $4,139+52.6% |
| Admin fee / account holder | $4,199 | $7,146-41.2% | $8,859-52.6% | $7,234-42.0% |