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 | $181,666 | $105,181+72.7% | $159,436+13.9% | $85,850+111.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 13.91% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,189 | $3,318-64.2% | $4,829-75.4% | $2,565-53.7% |
| Participant deferral / active EE | $6,954 | $5,945+17.0% | $7,352-5.4% | $3,952+76.0% |
| Admin fee / account holder | $982 | $6,933-85.8% | $10,799-90.9% | $6,260-84.3% |