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 | $139,135 | $105,181+32.3% | $159,436-12.7% | $85,850+62.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 14.76% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,598 | $3,318+8.4% | $4,829-25.5% | $2,565+40.3% |
| Participant deferral / active EE | $8,667 | $5,945+45.8% | $7,352+17.9% | $3,952+119.3% |
| Admin fee / account holder | $4,771 | $6,933-31.2% | $10,799-55.8% | $6,260-23.8% |