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 | $133,013 | $85,202+56.1% | $172,739-23.0% | $72,985+82.2% |
| Participation rate | 93.5% | 70.1%+23.5pp | 82.6%+10.9pp | 69.5%+24.1pp |
| Annual return | 26.46% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,732 | $3,324-47.9% | $5,143-66.3% | $2,440-29.0% |
| Participant deferral / active EE | $2,811 | $3,260-13.8% | $5,198-45.9% | $3,607-22.1% |
| Admin fee / account holder | $3,200 | $5,884-45.6% | $13,954-77.1% | $5,124-37.6% |