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 | $124,060 | $89,753+38.2% | $107,525+15.4% | $84,808+46.3% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 13.29% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,756 | $3,113-11.5% | $3,754-26.6% | $2,631+4.8% |
| Participant deferral / active EE | $11,001 | $4,056+171.2% | $5,116+115.0% | $4,212+161.2% |
| Admin fee / account holder | $21,393 | $7,222+196.2% | $8,919+139.9% | $7,344+191.3% |