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 | $223,050 | $133,922+66.6% | $116,228+91.9% | $142,382+56.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 15.54% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,179 | $3,446-36.7% | $2,994-27.2% | $4,299-49.3% |
| Participant deferral / active EE | $5,026 | $5,672-11.4% | $4,953+1.5% | $6,507-22.8% |
| Admin fee / account holder | $3,033 | $14,945-79.7% | $11,989-74.7% | $12,624-76.0% |