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 | $168,187 | $88,672+89.7% | $105,223+59.8% | $82,448+104.0% |
| Participation rate | 89.5% | 67.9%+21.5pp | 75.0%+14.4pp | 68.1%+21.4pp |
| Annual return | 15.48% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,650 | $3,048-45.9% | $3,689-55.3% | $2,551-35.3% |
| Participant deferral / active EE | $9,034 | $4,036+123.8% | $5,072+78.1% | $4,139+118.2% |
| Admin fee / account holder | $15,387 | $7,146+115.3% | $8,859+73.7% | $7,234+112.7% |