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 | $146,436 | $111,754+31.0% | $103,333+41.7% | $145,922+0.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.41% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $10,020 | $4,212+137.9% | $3,868+159.1% | $4,660+115.0% |
| Participant deferral / active EE | $11,562 | $5,619+105.8% | $5,057+128.6% | $6,688+72.9% |
| Admin fee / account holder | $16,444 | $9,750+68.6% | $8,355+96.8% | $13,397+22.7% |