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 | $158,820 | $105,181+51.0% | $159,436-0.4% | $85,850+85.0% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 22.46% | 45.07%-22.6pp | 263.57%-241.1pp | 318.53%-296.1pp |
| Employer contribution / active EE | $15,484 | $3,318+366.6% | $4,829+220.6% | $2,565+503.6% |
| Participant deferral / active EE | $8,282 | $5,945+39.3% | $7,352+12.6% | $3,952+109.6% |
| Admin fee / account holder | $799 | $6,933-88.5% | $10,799-92.6% | $6,260-87.2% |