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 | $128,283 | $107,334+19.5% | $92,893+38.1% | $152,861-16.1% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 25.98% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,836 | $4,221+14.6% | $3,653+32.4% | $4,762+1.6% |
| Participant deferral / active EE | $7,776 | $4,845+60.5% | $4,236+83.6% | $5,850+32.9% |
| Admin fee / account holder | $25,753 | $7,079+263.8% | $5,794+344.5% | $11,596+122.1% |