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 | $136,689 | $105,181+30.0% | $159,436-14.3% | $85,850+59.2% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.8%-8.9pp | 69.3%+4.6pp |
| Annual return | 16.16% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,592 | $3,318-52.0% | $4,829-67.0% | $2,565-37.9% |
| Participant deferral / active EE | $5,519 | $5,945-7.2% | $7,352-24.9% | $3,952+39.7% |
| Admin fee / account holder | $11,835 | $6,933+70.7% | $10,799+9.6% | $6,260+89.1% |