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 | $145,876 | $105,181+38.7% | $159,436-8.5% | $85,850+69.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 16.51% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,021 | $3,318-9.0% | $4,829-37.4% | $2,565+17.8% |
| Participant deferral / active EE | $7,353 | $5,945+23.7% | $7,3520% | $3,952+86.1% |
| Admin fee / account holder | $2,373 | $6,933-65.8% | $10,799-78.0% | $6,260-62.1% |