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 | $119,373 | $105,181+13.5% | $159,436-25.1% | $85,850+39.0% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 13.13% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,793 | $3,318-46.0% | $4,829-62.9% | $2,565-30.1% |
| Participant deferral / active EE | $10,142 | $5,945+70.6% | $7,352+37.9% | $3,952+156.7% |
| Admin fee / account holder | $28,547 | $6,933+311.7% | $10,799+164.4% | $6,260+356.0% |