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 | $150,261 | $101,069+48.7% | $81,478+84.4% | $147,584+1.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.70% | 32.40%-12.7pp | 38.78%-19.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $4,541 | $3,205+41.7% | $2,568+76.8% | $4,876-6.9% |
| Participant deferral / active EE | $10,883 | $4,242+156.6% | $3,537+207.7% | $5,439+100.1% |
| Admin fee / account holder | $10,201 | $5,812+75.5% | $4,561+123.7% | $10,885-6.3% |