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 | $151,311 | $85,022+78.0% | $70,515+114.6% | $139,434+8.5% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 10.68% | 30.38%-19.7pp | 32.77%-22.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $15,877 | $3,909+306.2% | $2,973+433.9% | $4,751+234.2% |
| Participant deferral / active EE | $9,089 | $5,890+54.3% | $4,567+99.0% | $6,710+35.4% |
| Admin fee / account holder | $37,144 | $8,906+317.1% | $6,412+479.3% | $11,403+225.8% |