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 | $137,918 | $95,416+44.5% | $185,823-25.8% | $85,850+60.7% |
| Participation rate | 85.5% | 68.8%+16.7pp | 81.7%+3.8pp | 69.3%+16.2pp |
| Annual return | 15.97% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,322 | $3,314-60.1% | $5,167-74.4% | $2,565-48.5% |
| Participant deferral / active EE | $4,518 | $3,423+32.0% | $5,568-18.9% | $3,952+14.3% |
| Admin fee / account holder | $1,106 | $7,213-84.7% | $16,237-93.2% | $6,260-82.3% |