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 | $104,256 | $85,202+22.4% | $172,739-39.6% | $72,985+42.8% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 18.96% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $8,245 | $3,324+148.0% | $5,143+60.3% | $2,440+237.9% |
| Participant deferral / active EE | $9,051 | $3,260+177.6% | $5,198+74.1% | $3,607+150.9% |
| Admin fee / account holder | $3,391 | $5,884-42.4% | $13,954-75.7% | $5,124-33.8% |