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 | $154,752 | $87,733+76.4% | $106,548+45.2% | $85,850+80.3% |
| Participation rate | 97.7% | 71.9%+25.8pp | 76.1%+21.6pp | 69.3%+28.4pp |
| Annual return | 15.24% | 21.86%-6.6pp | 26.80%-11.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $5,939 | $2,073+186.5% | $2,819+110.7% | $2,565+131.5% |
| Participant deferral / active EE | $8,270 | $3,469+138.4% | $4,398+88.0% | $3,952+109.3% |
| Admin fee / account holder | $16,830 | $6,767+148.7% | $7,407+127.2% | $6,260+168.9% |