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 | $151,641 | $80,968+87.3% | $96,544+57.1% | $75,163+101.7% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 13.32% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,672 | $2,282+60.9% | $2,965+23.9% | $2,670+37.5% |
| Participant deferral / active EE | $5,992 | $3,928+52.5% | $4,851+23.5% | $4,125+45.3% |
| Admin fee / account holder | $25,301 | $6,724+276.3% | $8,252+206.6% | $5,651+347.7% |