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 | $192,012 | $157,256+22.1% | $141,162+36.0% | $152,861+25.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 26.34% | 64.32%-38.0pp | 71.39%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $4,168 | $5,261-20.8% | $4,735-12.0% | $4,762-12.5% |
| Participant deferral / active EE | $4,565 | $7,109-35.8% | $6,709-32.0% | $5,850-22.0% |
| Admin fee / account holder | $1,963 | $12,120-83.8% | $10,261-80.9% | $11,596-83.1% |