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 | $162,820 | $111,535+46.0% | $105,223+54.7% | $137,256+18.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 17.12% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,653 | $3,939+43.5% | $3,689+53.3% | $4,156+36.0% |
| Participant deferral / active EE | $10,533 | $5,500+91.5% | $5,072+107.7% | $6,407+64.4% |
| Admin fee / account holder | $13,862 | $9,721+42.6% | $8,859+56.5% | $12,270+13.0% |