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 | $131,624 | $89,753+46.7% | $107,525+22.4% | $84,808+55.2% |
| Participation rate | 78.7% | 68.1%+10.6pp | 75.1%+3.6pp | 68.3%+10.3pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,834 | $3,113-9.0% | $3,754-24.5% | $2,631+7.7% |
| Participant deferral / active EE | $6,740 | $4,056+66.2% | $5,116+31.8% | $4,212+60.0% |
| Admin fee / account holder | $31,181 | $7,222+331.7% | $8,919+249.6% | $7,344+324.6% |