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 | $144,370 | $85,202+69.4% | $172,739-16.4% | $72,985+97.8% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.9pp |
| Annual return | 22.97% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,411 | $3,324-27.5% | $5,143-53.1% | $2,440-1.2% |
| Participant deferral / active EE | $6,708 | $3,260+105.7% | $5,198+29.1% | $3,607+85.9% |
| Admin fee / account holder | $14,730 | $5,884+150.4% | $13,954+5.6% | $5,124+187.5% |