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 | $154,036 | $49,922+208.6% | $80,569+91.2% | $75,163+104.9% |
| Participation rate | 88.5% | 55.3%+33.2pp | 67.0%+21.5pp | 67.2%+21.3pp |
| Annual return | 19.33% | 34.69%-15.4pp | 935.43%-916.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,546 | $1,698+108.8% | $2,723+30.2% | $2,670+32.8% |
| Participant deferral / active EE | $8,320 | $2,990+178.2% | $4,447+87.1% | $4,125+101.7% |
| Admin fee / account holder | $1,748 | $3,577-51.1% | $5,377-67.5% | $5,651-69.1% |