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 | $158,974 | $100,041+58.9% | $149,718+6.2% | $70,131+126.7% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 16.86% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $8,997 | $3,662+145.7% | $5,445+65.2% | $2,342+284.1% |
| Participant deferral / active EE | $14,544 | $4,983+191.9% | $6,569+121.4% | $3,332+336.5% |
| Admin fee / account holder | $5,129 | $8,286-38.1% | $11,283-54.5% | $4,645+10.4% |