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 | $56,765 | $105,181-46.0% | $159,436-64.4% | $85,850-33.9% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 23.33% | 45.07%-21.7pp | 263.57%-240.2pp | 318.53%-295.2pp |
| Employer contribution / active EE | $8,246 | $3,318+148.5% | $4,829+70.7% | $2,565+221.5% |
| Participant deferral / active EE | $7,636 | $5,945+28.4% | $7,352+3.9% | $3,952+93.2% |
| Admin fee / account holder | $9,368 | $6,933+35.1% | $10,799-13.2% | $6,260+49.7% |