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 | $159,212 | $93,373+70.5% | $152,466+4.4% | $85,850+85.5% |
| Participation rate | 90.2% | 70.1%+20.2pp | 78.2%+12.0pp | 69.3%+20.9pp |
| Annual return | 14.79% | 21.84%-7.1pp | 757.33%-742.5pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,307 | $2,996+10.4% | $4,327-23.6% | $2,565+28.9% |
| Participant deferral / active EE | $10,020 | $4,550+120.2% | $5,820+72.2% | $3,952+153.6% |
| Admin fee / account holder | $20,844 | $13,853+50.5% | $15,805+31.9% | $6,260+233.0% |