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 | $166,118 | $77,899+113.2% | $149,673+11.0% | $75,163+121.0% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 15.23% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,656 | $3,137-15.3% | $4,818-44.9% | $2,670-0.5% |
| Participant deferral / active EE | $7,582 | $3,411+122.3% | $5,680+33.5% | $4,125+83.8% |
| Admin fee / account holder | $4,562 | $5,956-23.4% | $13,210-65.5% | $5,651-19.3% |