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 | $99,363 | $85,202+16.6% | $172,739-42.5% | $72,985+36.1% |
| Participation rate | 98.4% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+28.9pp |
| Annual return | 23.42% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,822 | $3,324+15.0% | $5,143-25.7% | $2,440+56.6% |
| Participant deferral / active EE | $8,096 | $3,260+148.3% | $5,198+55.8% | $3,607+124.4% |
| Admin fee / account holder | $2,840 | $5,884-51.7% | $13,954-79.6% | $5,124-44.6% |