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 | $148,359 | $98,750+50.2% | $149,696-0.9% | $79,858+85.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 20.59% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $5,000 | $3,216+55.4% | $4,644+7.7% | $2,471+102.3% |
| Participant deferral / active EE | $7,796 | $5,680+37.2% | $6,842+13.9% | $3,740+108.4% |
| Admin fee / account holder | $4,833 | $6,053-20.2% | $9,309-48.1% | $5,306-8.9% |