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 | $102,317+79.3% | $146,958+24.8% | $80,856+126.9% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+1.9pp | 67.6%+16.5pp |
| Annual return | 15.37% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,626 | $3,713-29.3% | $4,933-46.8% | $2,755-4.7% |
| Participant deferral / active EE | $10,329 | $6,644+55.5% | $8,070+28.0% | $4,296+140.5% |
| Admin fee / account holder | $4,312 | $7,941-45.7% | $12,998-66.8% | $6,918-37.7% |