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 | $125,597 | $95,416+31.6% | $185,823-32.4% | $85,850+46.3% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 34.73% | 23.59%+11.1pp | 122.05%-87.3pp | 318.53%-283.8pp |
| Employer contribution / active EE | $2,328 | $3,314-29.7% | $5,167-54.9% | $2,565-9.2% |
| Participant deferral / active EE | $4,910 | $3,423+43.4% | $5,568-11.8% | $3,952+24.3% |
| Admin fee / account holder | $4,612 | $7,213-36.1% | $16,237-71.6% | $6,260-26.3% |