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 | $137,048 | $105,181+30.3% | $159,436-14.0% | $85,850+59.6% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.1pp | 69.3%+9.4pp |
| Annual return | 16.77% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,848 | $3,318-44.3% | $4,829-61.7% | $2,565-28.0% |
| Participant deferral / active EE | $7,786 | $5,945+31.0% | $7,352+5.9% | $3,952+97.0% |
| Admin fee / account holder | $3,458 | $6,933-50.1% | $10,799-68.0% | $6,260-44.8% |