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 | $135,108 | $105,181+28.5% | $159,436-15.3% | $85,850+57.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 12.82% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,482 | $3,318-25.2% | $4,829-48.6% | $2,565-3.2% |
| Participant deferral / active EE | $7,637 | $5,945+28.5% | $7,352+3.9% | $3,952+93.3% |
| Admin fee / account holder | $21,028 | $6,933+203.3% | $10,799+94.7% | $6,260+235.9% |