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 | $156,472 | $99,957+56.5% | $149,696+4.5% | $73,488+112.9% |
| Participation rate | 90.8% | 75.7%+15.1pp | 82.5%+8.4pp | 70.7%+20.1pp |
| Annual return | 14.29% | 53.87%-39.6pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $869 | $3,191-72.8% | $4,644-81.3% | $2,270-61.7% |
| Participant deferral / active EE | $6,249 | $6,073+2.9% | $6,842-8.7% | $3,740+67.1% |
| Admin fee / account holder | $5,426 | $551+885.3% | $9,309-41.7% | $513+957.5% |