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 | $169,778 | $88,672+91.5% | $105,223+61.3% | $82,448+105.9% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,658 | $3,048+20.0% | $3,689-0.8% | $2,551+43.4% |
| Participant deferral / active EE | $10,451 | $4,036+159.0% | $5,072+106.1% | $4,139+152.5% |
| Admin fee / account holder | $10,893 | $7,146+52.4% | $8,859+23.0% | $7,234+50.6% |