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 | $212,904 | $95,416+123.1% | $185,823+14.6% | $85,850+148.0% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 12.27% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,418 | $3,314+3.1% | $5,167-33.9% | $2,565+33.2% |
| Participant deferral / active EE | $4,775 | $3,423+39.5% | $5,568-14.2% | $3,952+20.8% |
| Admin fee / account holder | $3,400 | $7,213-52.9% | $16,237-79.1% | $6,260-45.7% |