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 | $142,694 | $89,753+59.0% | $107,525+32.7% | $84,808+68.3% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 19.67% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $855 | $3,113-72.6% | $3,754-77.2% | $2,631-67.5% |
| Participant deferral / active EE | $6,499 | $4,056+60.2% | $5,116+27.0% | $4,212+54.3% |
| Admin fee / account holder | $17,830 | $7,222+146.9% | $8,919+99.9% | $7,344+142.8% |