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 | $143,171 | $78,705+81.9% | $117,854+21.5% | $70,131+104.1% |
| Participation rate | 90.7% | 73.2%+17.5pp | 79.7%+11.0pp | 69.5%+21.2pp |
| Annual return | 19.34% | 23.30%-4.0pp | 335.08%-315.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,815 | $2,223-18.4% | $3,786-52.1% | $2,342-22.5% |
| Participant deferral / active EE | $6,344 | $3,297+92.4% | $4,482+41.6% | $3,332+90.4% |
| Admin fee / account holder | $18,024 | $5,065+255.8% | $8,020+124.7% | $4,645+288.0% |