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 | $129,713 | $105,181+23.3% | $159,436-18.6% | $85,850+51.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 13.50% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,217 | $3,318+57.2% | $4,829+8.0% | $2,565+103.4% |
| Participant deferral / active EE | $5,165 | $5,945-13.1% | $7,352-29.7% | $3,952+30.7% |
| Admin fee / account holder | $30,332 | $6,933+337.5% | $10,799+180.9% | $6,260+384.5% |