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 | $172,378 | $77,813+121.5% | $123,544+39.5% | $64,186+168.6% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.8pp |
| Annual return | -4.67% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $8,148 | $3,014+170.3% | $4,628+76.1% | $2,381+242.2% |
| Participant deferral / active EE | $11,176 | $5,240+113.3% | $6,426+73.9% | $3,470+222.1% |
| Admin fee / account holder | $38,008 | $5,519+588.7% | $9,284+309.4% | $4,888+677.6% |