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 | $126,011 | $89,753+40.4% | $107,525+17.2% | $84,808+48.6% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 15.27% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,593 | $3,113+111.8% | $3,754+75.7% | $2,631+150.6% |
| Participant deferral / active EE | $6,044 | $4,056+49.0% | $5,116+18.1% | $4,212+43.5% |
| Admin fee / account holder | $16,503 | $7,222+128.5% | $8,919+85.0% | $7,344+124.7% |