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 | $132,983 | $70,428+88.8% | $96,562+37.7% | $85,850+54.9% |
| Participation rate | 85.1% | 61.8%+23.3pp | 69.8%+15.3pp | 69.3%+15.8pp |
| Annual return | 14.58% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,044 | $1,413+44.7% | $2,356-13.2% | $2,565-20.3% |
| Participant deferral / active EE | $5,114 | $2,894+76.7% | $3,849+32.9% | $3,952+29.4% |
| Admin fee / account holder | $10,119 | $4,997+102.5% | $6,181+63.7% | $6,260+61.7% |