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 | $159,690 | $84,233+89.6% | $170,442-6.3% | $70,131+127.7% |
| Participation rate | 98.4% | 70.8%+27.6pp | 83.6%+14.8pp | 69.5%+28.9pp |
| Annual return | 19.94% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,371 | $3,387+58.6% | $5,433-1.1% | $2,342+129.3% |
| Participant deferral / active EE | $6,104 | $3,086+97.8% | $4,939+23.6% | $3,332+83.2% |
| Admin fee / account holder | $2,787 | $5,698-51.1% | $13,880-79.9% | $4,645-40.0% |