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 | $175,169 | $98,750+77.4% | $149,696+17.0% | $79,858+119.4% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 13.58% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,022 | $3,216+25.1% | $4,644-13.4% | $2,471+62.8% |
| Participant deferral / active EE | $7,954 | $5,680+40.0% | $6,842+16.3% | $3,740+112.7% |
| Admin fee / account holder | $1,263 | $6,053-79.1% | $9,309-86.4% | $5,306-76.2% |