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 | $180,665 | $111,724+61.7% | $93,606+93.0% | $145,922+23.8% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+15.0pp |
| Annual return | 12.28% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,144 | $3,090-30.6% | $2,420-11.4% | $4,660-54.0% |
| Participant deferral / active EE | $2,252 | $4,912-54.2% | $4,411-49.0% | $6,688-66.3% |
| Admin fee / account holder | $8,458 | $10,250-17.5% | $8,285+2.1% | $13,397-36.9% |