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 | $142,139 | $88,672+60.3% | $105,223+35.1% | $82,448+72.4% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.8pp | 68.1%+29.8pp |
| Annual return | 23.99% | 30.86%-6.9pp | 180.65%-156.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $3,983 | $3,048+30.7% | $3,689+8.0% | $2,551+56.1% |
| Participant deferral / active EE | $9,021 | $4,036+123.5% | $5,072+77.9% | $4,139+117.9% |
| Admin fee / account holder | $3,788 | $7,146-47.0% | $8,859-57.2% | $7,234-47.6% |