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 | $137,239 | $91,190+50.5% | $178,490-23.1% | $79,858+71.9% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 23.23% | 24.19%-1.0pp | 151.07%-127.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,787 | $3,256-45.1% | $5,011-64.3% | $2,471-27.7% |
| Participant deferral / active EE | $5,562 | $3,236+71.9% | $5,202+6.9% | $3,740+48.7% |
| Admin fee / account holder | $7,984 | $6,751+18.3% | $13,984-42.9% | $5,306+50.5% |