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 | $128,552 | $105,181+22.2% | $159,436-19.4% | $85,850+49.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 12.63% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,768 | $3,318-16.6% | $4,829-42.7% | $2,565+7.9% |
| Participant deferral / active EE | $10,761 | $5,945+81.0% | $7,352+46.4% | $3,952+172.3% |
| Admin fee / account holder | $5,462 | $6,933-21.2% | $10,799-49.4% | $6,260-12.7% |