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 | $169,861 | $88,672+91.6% | $105,223+61.4% | $82,448+106.0% |
| Participation rate | 96.9% | 67.9%+29.0pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 14.97% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,801 | $3,048-40.9% | $3,689-51.2% | $2,551-29.4% |
| Participant deferral / active EE | $12,718 | $4,036+215.1% | $5,072+150.8% | $4,139+207.2% |
| Admin fee / account holder | $2,370 | $7,146-66.8% | $8,859-73.3% | $7,234-67.2% |