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 | $128,862 | $77,899+65.4% | $149,673-13.9% | $75,163+71.4% |
| Participation rate | 98.4% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.2pp |
| Annual return | 19.32% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,924 | $3,137+56.9% | $4,818+2.2% | $2,670+84.4% |
| Participant deferral / active EE | $5,333 | $3,411+56.3% | $5,680-6.1% | $4,125+29.3% |
| Admin fee / account holder | $3,721 | $5,956-37.5% | $13,210-71.8% | $5,651-34.1% |