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 | $128,540 | $70,428+82.5% | $96,562+33.1% | $85,850+49.7% |
| Participation rate | 93.8% | 61.8%+31.9pp | 69.8%+23.9pp | 69.3%+24.4pp |
| Annual return | 14.79% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,996 | $1,413+182.8% | $2,356+69.6% | $2,565+55.8% |
| Participant deferral / active EE | $5,003 | $2,894+72.9% | $3,849+30.0% | $3,952+26.6% |
| Admin fee / account holder | $2,691 | $4,997-46.1% | $6,181-56.5% | $6,260-57.0% |