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 | $138,932 | $85,202+63.1% | $172,739-19.6% | $72,985+90.4% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 23.01% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,316 | $3,324-30.3% | $5,143-55.0% | $2,440-5.1% |
| Participant deferral / active EE | $5,177 | $3,260+58.8% | $5,198-0.4% | $3,607+43.5% |
| Admin fee / account holder | $7,174 | $5,884+21.9% | $13,954-48.6% | $5,124+40.0% |