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 | $155,748 | $103,376+50.7% | $87,100+78.8% | $152,861+1.9% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 15.55% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,698 | $3,220+14.8% | $2,521+46.7% | $4,762-22.3% |
| Participant deferral / active EE | $8,483 | $4,778+77.5% | $4,049+109.5% | $5,850+45.0% |
| Admin fee / account holder | $49,109 | $12,205+302.4% | $7,497+555.1% | $11,596+323.5% |