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 | $153,845 | $72,277+112.9% | $101,248+51.9% | $79,858+92.6% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 10.78% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,914 | $2,692-28.9% | $3,660-47.7% | $2,471-22.6% |
| Participant deferral / active EE | $6,615 | $3,282+101.6% | $4,370+51.4% | $3,740+76.9% |
| Admin fee / account holder | $22,689 | $4,400+415.6% | $5,945+281.6% | $5,306+327.6% |