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 | $145,861 | $105,181+38.7% | $159,436-8.5% | $85,850+69.9% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 12.74% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,574 | $3,318-22.4% | $4,829-46.7% | $2,565+0.3% |
| Participant deferral / active EE | $4,613 | $5,945-22.4% | $7,352-37.3% | $3,952+16.7% |
| Admin fee / account holder | $3,746 | $6,933-46.0% | $10,799-65.3% | $6,260-40.2% |