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 | $143,321 | $95,416+50.2% | $185,823-22.9% | $85,850+66.9% |
| Participation rate | 98.6% | 68.8%+29.9pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 17.51% | 23.59%-6.1pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,561 | $3,314-22.7% | $5,167-50.4% | $2,565-0.2% |
| Participant deferral / active EE | $5,964 | $3,423+74.2% | $5,568+7.1% | $3,952+50.9% |
| Admin fee / account holder | $3,733 | $7,213-48.2% | $16,237-77.0% | $6,260-40.4% |