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 | $138,123 | $105,181+31.3% | $159,436-13.4% | $85,850+60.9% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.7pp | 69.3%+21.2pp |
| Annual return | 15.28% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,668 | $3,318+10.5% | $4,829-24.1% | $2,565+43.0% |
| Participant deferral / active EE | $9,074 | $5,945+52.6% | $7,352+23.4% | $3,952+129.6% |
| Admin fee / account holder | $8,844 | $6,933+27.6% | $10,799-18.1% | $6,260+41.3% |