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 | $171,229 | $105,181+62.8% | $159,436+7.4% | $85,850+99.5% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.8%-8.9pp | 69.3%+4.6pp |
| Annual return | 18.59% | 45.07%-26.5pp | 263.57%-245.0pp | 318.53%-299.9pp |
| Employer contribution / active EE | $915 | $3,318-72.4% | $4,829-81.1% | $2,565-64.3% |
| Participant deferral / active EE | $9,172 | $5,945+54.3% | $7,352+24.7% | $3,952+132.1% |
| Admin fee / account holder | $9,278 | $6,933+33.8% | $10,799-14.1% | $6,260+48.2% |