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 | $134,541 | $31,679+324.7% | $74,701+80.1% | $65,185+106.4% |
| Participation rate | 81.0% | 40.4%+40.6pp | 54.5%+26.5pp | 70.2%+10.8pp |
| Annual return | 22.97% | 39.04%-16.1pp | 752.92%-729.9pp | 29.38%-6.4pp |
| Employer contribution / active EE | $6,254 | $566+1004.9% | $1,084+477.2% | $2,177+187.3% |
| Participant deferral / active EE | $3,269 | $1,191+174.5% | $1,964+66.5% | $3,514-7.0% |
| Admin fee / account holder | $11,079 | $379+2824.5% | $3,333+232.4% | $847+1207.9% |