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 | $127,830 | $105,181+21.5% | $159,436-19.8% | $85,850+48.9% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.8%+8.7pp | 69.3%+22.2pp |
| Annual return | 16.37% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,356 | $3,318-29.0% | $4,829-51.2% | $2,565-8.1% |
| Participant deferral / active EE | $4,610 | $5,945-22.5% | $7,352-37.3% | $3,952+16.7% |
| Admin fee / account holder | $1,484 | $6,933-78.6% | $10,799-86.3% | $6,260-76.3% |