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 | $127,839 | $98,750+29.5% | $149,696-14.6% | $79,858+60.1% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 15.79% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,265 | $3,216-29.6% | $4,644-51.2% | $2,471-8.3% |
| Participant deferral / active EE | $6,534 | $5,680+15.0% | $6,842-4.5% | $3,740+74.7% |
| Admin fee / account holder | $3,011 | $6,053-50.2% | $9,309-67.7% | $5,306-43.3% |