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 | $133,983 | $105,181+27.4% | $159,436-16.0% | $85,850+56.1% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 14.56% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,032 | $3,318-68.9% | $4,829-78.6% | $2,565-59.8% |
| Participant deferral / active EE | $4,568 | $5,945-23.2% | $7,352-37.9% | $3,952+15.6% |
| Admin fee / account holder | $1,862 | $6,933-73.1% | $10,799-82.8% | $6,260-70.3% |