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 | $138,869 | $95,416+45.5% | $185,823-25.3% | $85,850+61.8% |
| Participation rate | 98.2% | 68.8%+29.4pp | 81.7%+16.5pp | 69.3%+28.9pp |
| Annual return | 13.10% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,886 | $3,314-43.1% | $5,167-63.5% | $2,565-26.5% |
| Participant deferral / active EE | $3,317 | $3,423-3.1% | $5,568-40.4% | $3,952-16.1% |
| Admin fee / account holder | $5,473 | $7,213-24.1% | $16,237-66.3% | $6,260-12.6% |