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 | $126,357 | $56,114+125.2% | $96,139+31.4% | $85,850+47.2% |
| Participation rate | 94.9% | 56.7%+38.2pp | 68.4%+26.4pp | 69.3%+25.6pp |
| Annual return | 35.74% | 42.30%-6.6pp | 191.94%-156.2pp | 318.53%-282.8pp |
| Employer contribution / active EE | $562 | $1,620-65.3% | $2,797-79.9% | $2,565-78.1% |
| Participant deferral / active EE | $2,551 | $2,859-10.8% | $4,349-41.3% | $3,952-35.5% |
| Admin fee / account holder | $20,924 | $3,768+455.3% | $5,537+277.9% | $6,260+234.3% |