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 | $102,403 | $77,145+32.7% | $108,410-5.5% | $85,850+19.3% |
| Participation rate | 86.7% | 74.7%+12.0pp | 80.1%+6.5pp | 69.3%+17.4pp |
| Annual return | 14.73% | 44.54%-29.8pp | 905.27%-890.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $713 | $2,379-70.0% | $3,558-80.0% | $2,565-72.2% |
| Participant deferral / active EE | $6,279 | $5,566+12.8% | $6,563-4.3% | $3,952+58.9% |
| Admin fee / account holder | $2,251 | $5,172-56.5% | $7,295-69.1% | $6,260-64.0% |