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 | $146,956 | $77,899+88.6% | $149,673-1.8% | $75,163+95.5% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 18.93% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,972 | $3,137+26.6% | $4,818-17.6% | $2,670+48.8% |
| Participant deferral / active EE | $13,751 | $3,411+303.1% | $5,680+142.1% | $4,125+233.3% |
| Admin fee / account holder | $14,069 | $5,956+136.2% | $13,210+6.5% | $5,651+149.0% |