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 | $134,709 | $100,041+34.7% | $149,718-10.0% | $70,131+92.1% |
| Participation rate | 88.4% | 83.6%+4.8pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 15.78% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,958 | $3,662-46.5% | $5,445-64.0% | $2,342-16.4% |
| Participant deferral / active EE | $5,830 | $4,983+17.0% | $6,569-11.3% | $3,332+75.0% |
| Admin fee / account holder | $11,612 | $8,286+40.1% | $11,283+2.9% | $4,645+150.0% |