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 | $112,587 | $70,428+59.9% | $96,562+16.6% | $85,850+31.1% |
| Participation rate | 86.7% | 61.8%+24.9pp | 69.8%+16.9pp | 69.3%+17.4pp |
| Annual return | 18.61% | 18.59%0pp | 37.78%-19.2pp | 318.53%-299.9pp |
| Employer contribution / active EE | $973 | $1,413-31.1% | $2,356-58.7% | $2,565-62.1% |
| Participant deferral / active EE | $2,105 | $2,894-27.2% | $3,849-45.3% | $3,952-46.7% |
| Admin fee / account holder | $1,452 | $4,997-70.9% | $6,181-76.5% | $6,260-76.8% |