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 | $82,671 | $105,181-21.4% | $159,436-48.1% | $85,850-3.7% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.8%+5.0pp | 69.3%+18.5pp |
| Annual return | 19.32% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,554 | $3,318-53.2% | $4,829-67.8% | $2,565-39.4% |
| Participant deferral / active EE | $14,406 | $5,945+142.3% | $7,352+95.9% | $3,952+264.6% |
| Admin fee / account holder | $14,108 | $6,933+103.5% | $10,799+30.6% | $6,260+125.4% |