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 | $93,507 | $51,638+81.1% | $68,368+36.8% | $82,448+13.4% |
| Participation rate | 84.1% | 63.6%+20.5pp | 73.8%+10.3pp | 68.1%+16.0pp |
| Annual return | 18.04% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,911 | $2,047+42.2% | $2,649+9.9% | $2,551+14.1% |
| Participant deferral / active EE | $6,999 | $2,914+140.2% | $4,123+69.8% | $4,139+69.1% |
| Admin fee / account holder | $6,378 | $4,643+37.4% | $5,150+23.9% | $7,234-11.8% |