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 7-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 | $160,670 | $112,729+42.5% | $98,716+62.8% | $137,256+17.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 12.08% | 38.48%-26.4pp | 31.81%-19.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $10,454 | $2,725+283.6% | $2,279+358.8% | $4,156+151.5% |
| Participant deferral / active EE | $14,330 | $4,640+208.8% | $4,048+254.0% | $6,407+123.7% |
| Admin fee / account holder | $18,262 | $10,129+80.3% | $8,703+109.8% | $12,270+48.8% |