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 | $160,595 | $89,753+78.9% | $107,525+49.4% | $84,808+89.4% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 16.02% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,953 | $3,113+59.1% | $3,754+31.9% | $2,631+88.2% |
| Participant deferral / active EE | $4,359 | $4,056+7.5% | $5,116-14.8% | $4,212+3.5% |
| Admin fee / account holder | $11,098 | $7,222+53.7% | $8,919+24.4% | $7,344+51.1% |