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 | $216,881 | $105,181+106.2% | $159,436+36.0% | $85,850+152.6% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 12.88% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,573 | $3,318+7.7% | $4,829-26.0% | $2,565+39.3% |
| Participant deferral / active EE | $3,773 | $5,945-36.5% | $7,352-48.7% | $3,952-4.5% |
| Admin fee / account holder | $6,859 | $6,933-1.1% | $10,799-36.5% | $6,260+9.6% |