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 | $145,011 | $85,202+70.2% | $172,739-16.1% | $72,985+98.7% |
| Participation rate | 90.6% | 70.1%+20.6pp | 82.6%+8.0pp | 69.5%+21.1pp |
| Annual return | 16.95% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,402 | $3,324-27.8% | $5,143-53.3% | $2,440-1.6% |
| Participant deferral / active EE | $5,833 | $3,260+78.9% | $5,198+12.2% | $3,607+61.7% |
| Admin fee / account holder | $18,047 | $5,884+206.7% | $13,954+29.3% | $5,124+252.2% |