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 | $149,559 | $105,181+42.2% | $159,436-6.2% | $85,850+74.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 13.12% | 45.07%-32.0pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,457 | $3,318-56.1% | $4,829-69.8% | $2,565-43.2% |
| Participant deferral / active EE | $8,897 | $5,945+49.7% | $7,352+21.0% | $3,952+125.1% |
| Admin fee / account holder | $4,128 | $6,933-40.5% | $10,799-61.8% | $6,260-34.1% |