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 | $177,076 | $127,065+39.4% | $113,168+56.5% | $142,382+24.4% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 12.87% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $18,816 | $3,442+446.7% | $2,975+532.4% | $4,299+337.7% |
| Participant deferral / active EE | $3,658 | $5,716-36.0% | $5,107-28.4% | $6,507-43.8% |
| Admin fee / account holder | $1,692 | $15,736-89.2% | $12,068-86.0% | $12,624-86.6% |