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 | $102,459 | $102,317+0.1% | $146,958-30.3% | $80,856+26.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 12.31% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,292 | $3,713+96.4% | $4,933+47.8% | $2,755+164.7% |
| Participant deferral / active EE | $12,546 | $6,644+88.8% | $8,070+55.5% | $4,296+192.1% |
| Admin fee / account holder | $23,316 | $7,941+193.6% | $12,998+79.4% | $6,918+237.0% |