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 | $170,980 | $102,317+67.1% | $146,958+16.3% | $80,856+111.5% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 19.91% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $4,847 | $3,713+30.5% | $4,933-1.7% | $2,755+76.0% |
| Participant deferral / active EE | $14,574 | $6,644+119.4% | $8,070+80.6% | $4,296+239.3% |
| Admin fee / account holder | $2,864 | $7,941-63.9% | $12,998-78.0% | $6,918-58.6% |