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 | $142,884 | $88,672+61.1% | $105,223+35.8% | $82,448+73.3% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 16.25% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,507 | $3,048+47.9% | $3,689+22.2% | $2,551+76.7% |
| Participant deferral / active EE | $10,068 | $4,036+149.5% | $5,072+98.5% | $4,139+143.2% |
| Admin fee / account holder | $9,662 | $7,146+35.2% | $8,859+9.1% | $7,234+33.6% |