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 | $145,487 | $91,552+58.9% | $133,956+8.6% | $79,858+82.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 12.91% | 61.85%-48.9pp | 45.09%-32.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,334 | $2,384+81.9% | $3,919+10.6% | $2,471+75.4% |
| Participant deferral / active EE | $9,527 | $3,733+155.2% | $5,048+88.7% | $3,740+154.7% |
| Admin fee / account holder | $12,108 | $6,321+91.6% | $8,927+35.6% | $5,306+128.2% |