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 | $183,447 | $102,382+79.2% | $147,005+24.8% | $80,874+126.8% |
| Participation rate | 84.1% | 75.8%+8.2pp | 82.2%+1.9pp | 67.6%+16.4pp |
| Annual return | 15.37% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,626 | $3,715-29.3% | $4,934-46.8% | $2,756-4.7% |
| Participant deferral / active EE | $10,329 | $6,646+55.4% | $8,070+28.0% | $4,297+140.4% |
| Admin fee / account holder | $4,312 | $7,942-45.7% | $13,006-66.8% | $6,935-37.8% |