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 | $123,873 | $56,114+120.8% | $96,139+28.8% | $85,850+44.3% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 14.27% | 42.30%-28.0pp | 191.94%-177.7pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,018 | $1,620+24.6% | $2,797-27.8% | $2,565-21.3% |
| Participant deferral / active EE | $4,573 | $2,859+59.9% | $4,349+5.2% | $3,952+15.7% |
| Admin fee / account holder | $4,782 | $3,768+26.9% | $5,537-13.6% | $6,260-23.6% |