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 | $114,605 | $102,317+12.0% | $146,958-22.0% | $80,856+41.7% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 15.28% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,392 | $3,713+18.3% | $4,933-11.0% | $2,755+59.4% |
| Participant deferral / active EE | $11,058 | $6,644+66.4% | $8,070+37.0% | $4,296+157.4% |
| Admin fee / account holder | $33,686 | $7,941+324.2% | $12,998+159.2% | $6,918+386.9% |