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 | $128,991 | $105,181+22.6% | $159,436-19.1% | $85,850+50.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | 16.20% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,851 | $3,318-14.1% | $4,829-41.0% | $2,565+11.1% |
| Participant deferral / active EE | $7,959 | $5,945+33.9% | $7,352+8.3% | $3,952+101.4% |
| Admin fee / account holder | $12,099 | $6,933+74.5% | $10,799+12.0% | $6,260+93.3% |