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 | $145,577 | $95,416+52.6% | $185,823-21.7% | $85,850+69.6% |
| Participation rate | 92.2% | 68.8%+23.4pp | 81.7%+10.5pp | 69.3%+22.8pp |
| Annual return | 17.02% | 23.59%-6.6pp | 122.05%-105.0pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,990 | $3,314-39.9% | $5,167-61.5% | $2,565-22.4% |
| Participant deferral / active EE | $4,463 | $3,423+30.4% | $5,568-19.9% | $3,952+12.9% |
| Admin fee / account holder | $25,614 | $7,213+255.1% | $16,237+57.7% | $6,260+309.2% |