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 | $135,786 | $80,968+67.7% | $96,544+40.6% | $75,163+80.7% |
| Participation rate | 83.1% | 71.8%+11.3pp | 76.0%+7.1pp | 67.2%+15.9pp |
| Annual return | 16.76% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,804 | $2,282+110.6% | $2,965+62.0% | $2,670+80.0% |
| Participant deferral / active EE | $6,619 | $3,928+68.5% | $4,851+36.5% | $4,125+60.5% |
| Admin fee / account holder | $37,647 | $6,724+459.9% | $8,252+356.2% | $5,651+566.2% |