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 | $110,423 | $85,202+29.6% | $172,739-36.1% | $72,985+51.3% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 17.94% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $3,800 | $3,324+14.3% | $5,143-26.1% | $2,440+55.8% |
| Participant deferral / active EE | $5,112 | $3,260+56.8% | $5,198-1.6% | $3,607+41.7% |
| Admin fee / account holder | $1,390 | $5,884-76.4% | $13,954-90.0% | $5,124-72.9% |