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 | $147,065 | $89,355+64.6% | $141,162+4.2% | $72,985+101.5% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 20.17% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,992 | $3,114-3.9% | $4,735-36.8% | $2,440+22.6% |
| Participant deferral / active EE | $5,493 | $5,418+1.4% | $6,709-18.1% | $3,607+52.3% |
| Admin fee / account holder | $2,366 | $5,958-60.3% | $10,261-76.9% | $5,124-53.8% |