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 | $157,789 | $66,402+137.6% | $109,895+43.6% | $85,850+83.8% |
| Participation rate | 94.4% | 63.9%+30.6pp | 74.2%+20.2pp | 69.3%+25.1pp |
| Annual return | 12.54% | 19.59%-7.1pp | 29.45%-16.9pp | 318.53%-306.0pp |
| Employer contribution / active EE | $4,245 | $1,687+151.6% | $2,842+49.3% | $2,565+65.5% |
| Participant deferral / active EE | $7,932 | $2,842+179.1% | $4,048+96.0% | $3,952+100.7% |
| Admin fee / account holder | $19,863 | $4,557+335.9% | $6,066+227.5% | $6,260+217.3% |