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 | $133,796 | $88,672+50.9% | $105,223+27.2% | $82,448+62.3% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 14.03% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,429 | $3,048-53.1% | $3,689-61.3% | $2,551-44.0% |
| Participant deferral / active EE | $7,145 | $4,036+77.0% | $5,072+40.9% | $4,139+72.6% |
| Admin fee / account holder | $19,966 | $7,146+179.4% | $8,859+125.4% | $7,234+176.0% |