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 | $139,239 | $88,672+57.0% | $105,223+32.3% | $82,448+68.9% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 13.25% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,515 | $3,048-17.5% | $3,689-31.8% | $2,551-1.4% |
| Participant deferral / active EE | $3,382 | $4,036-16.2% | $5,072-33.3% | $4,139-18.3% |
| Admin fee / account holder | $1,596 | $7,146-77.7% | $8,859-82.0% | $7,234-77.9% |