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 | $117,508 | $105,181+11.7% | $159,436-26.3% | $85,850+36.9% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 14.49% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $7,088 | $3,318+113.6% | $4,829+46.8% | $2,565+176.3% |
| Participant deferral / active EE | $4,903 | $5,945-17.5% | $7,352-33.3% | $3,952+24.1% |
| Admin fee / account holder | $3,677 | $6,933-47.0% | $10,799-66.0% | $6,260-41.3% |