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 | $116,151 | $77,145+50.6% | $108,410+7.1% | $85,850+35.3% |
| Participation rate | 76.5% | 74.7%+1.8pp | 80.1%-3.7pp | 69.3%+7.2pp |
| Annual return | 13.40% | 44.54%-31.1pp | 905.27%-891.9pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,843 | $2,379-22.5% | $3,558-48.2% | $2,565-28.2% |
| Participant deferral / active EE | $4,997 | $5,566-10.2% | $6,563-23.9% | $3,952+26.4% |
| Admin fee / account holder | $3,008 | $5,172-41.8% | $7,295-58.8% | $6,260-51.9% |