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 | $123,287 | $70,428+75.1% | $96,562+27.7% | $85,850+43.6% |
| Participation rate | 96.2% | 61.8%+34.3pp | 69.8%+26.3pp | 69.3%+26.8pp |
| Annual return | 18.41% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,059 | $1,413-25.1% | $2,356-55.1% | $2,565-58.7% |
| Participant deferral / active EE | $5,813 | $2,894+100.9% | $3,849+51.0% | $3,952+47.1% |
| Admin fee / account holder | $9,665 | $4,997+93.4% | $6,181+56.4% | $6,260+54.4% |