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 | $173,981 | $70,428+147.0% | $96,562+80.2% | $85,850+102.7% |
| Participation rate | 89.6% | 61.8%+27.8pp | 69.8%+19.8pp | 69.3%+20.3pp |
| Annual return | 24.88% | 18.59%+6.3pp | 37.78%-12.9pp | 318.53%-293.7pp |
| Employer contribution / active EE | $3,971 | $1,413+181.0% | $2,356+68.5% | $2,565+54.8% |
| Participant deferral / active EE | $14,161 | $2,894+389.4% | $3,849+267.9% | $3,952+258.3% |
| Admin fee / account holder | $9,962 | $4,997+99.4% | $6,181+61.2% | $6,260+59.1% |