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 | $142,178 | $89,753+58.4% | $107,525+32.2% | $84,808+67.6% |
| Participation rate | 93.0% | 68.1%+24.9pp | 75.1%+17.9pp | 68.3%+24.7pp |
| Annual return | 17.03% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,309 | $3,113+6.3% | $3,754-11.8% | $2,631+25.8% |
| Participant deferral / active EE | $9,760 | $4,056+140.6% | $5,116+90.8% | $4,212+131.7% |
| Admin fee / account holder | $13,867 | $7,222+92.0% | $8,919+55.5% | $7,344+88.8% |