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 | $183,005 | $102,317+78.9% | $146,958+24.5% | $80,856+126.3% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 15.28% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,961 | $3,713-47.2% | $4,933-60.3% | $2,755-28.8% |
| Participant deferral / active EE | $4,911 | $6,644-26.1% | $8,070-39.1% | $4,296+14.3% |
| Admin fee / account holder | $5,557 | $7,941-30.0% | $12,998-57.2% | $6,918-19.7% |