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 | $82,850 | $105,181-21.2% | $159,436-48.0% | $85,850-3.5% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.8%+10.8pp | 69.3%+24.3pp |
| Annual return | 22.28% | 45.07%-22.8pp | 263.57%-241.3pp | 318.53%-296.2pp |
| Employer contribution / active EE | $1,365 | $3,318-58.9% | $4,829-71.7% | $2,565-46.8% |
| Participant deferral / active EE | $6,888 | $5,945+15.9% | $7,352-6.3% | $3,952+74.3% |
| Admin fee / account holder | $10,155 | $6,933+46.5% | $10,799-6.0% | $6,260+62.2% |