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 | $96,169 | $63,346+51.8% | $92,233+4.3% | $70,131+37.1% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 13.66% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,096 | $2,471+25.3% | $3,679-15.9% | $2,342+32.2% |
| Participant deferral / active EE | $2,755 | $2,854-3.4% | $3,897-29.3% | $3,332-17.3% |
| Admin fee / account holder | $5,544 | $3,840+44.4% | $5,194+6.8% | $4,645+19.4% |