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 | $155,531 | $77,145+101.6% | $108,410+43.5% | $85,850+81.2% |
| Participation rate | 84.2% | 74.7%+9.5pp | 80.1%+4.1pp | 69.3%+14.9pp |
| Annual return | 17.22% | 44.54%-27.3pp | 905.27%-888.1pp | 318.53%-301.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,440 | $5,566-38.2% | $6,563-47.6% | $3,952-13.0% |
| Admin fee / account holder | $6,575 | $5,172+27.1% | $7,295-9.9% | $6,260+5.0% |