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 | $114,564 | $102,317+12.0% | $146,958-22.0% | $80,856+41.7% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.72% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,720 | $3,713+81.0% | $4,933+36.2% | $2,755+143.9% |
| Participant deferral / active EE | $11,545 | $6,644+73.8% | $8,070+43.1% | $4,296+168.7% |
| Admin fee / account holder | $9,115 | $7,941+14.8% | $12,998-29.9% | $6,918+31.8% |