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 | $120,979 | $105,181+15.0% | $159,436-24.1% | $85,850+40.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 14.71% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $7,403 | $3,318+123.1% | $4,829+53.3% | $2,565+188.6% |
| Participant deferral / active EE | $7,695 | $5,945+29.4% | $7,352+4.7% | $3,952+94.7% |
| Admin fee / account holder | $2,063 | $6,933-70.2% | $10,799-80.9% | $6,260-67.0% |