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 | $152,385 | $64,480+136.3% | $81,382+87.2% | $80,856+88.5% |
| Participation rate | 81.8% | 63.9%+17.9pp | 69.5%+12.3pp | 67.6%+14.2pp |
| Annual return | 15.04% | 16.34%-1.3pp | 24.73%-9.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,593 | $1,978+283.8% | $2,463+208.3% | $2,755+175.6% |
| Participant deferral / active EE | $4,163 | $3,094+34.6% | $3,883+7.2% | $4,296-3.1% |
| Admin fee / account holder | $154,816 | $5,671+2630.0% | $5,768+2583.8% | $6,918+2137.9% |