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 | $125,691 | $105,181+19.5% | $159,436-21.2% | $85,850+46.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 19.81% | 45.07%-25.3pp | 263.57%-243.8pp | 318.53%-298.7pp |
| Employer contribution / active EE | $717 | $3,318-78.4% | $4,829-85.2% | $2,565-72.1% |
| Participant deferral / active EE | $5,519 | $5,945-7.2% | $7,352-24.9% | $3,952+39.7% |
| Admin fee / account holder | $18,730 | $6,933+170.1% | $10,799+73.5% | $6,260+199.2% |