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 | $166,453 | $62,132+167.9% | $185,823-10.4% | $73,488+126.5% |
| Participation rate | 79.0% | 67.8%+11.2pp | 78.0%+1.0pp | 70.7%+8.3pp |
| Annual return | 14.13% | 20.44%-6.3pp | 35.95%-21.8pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,153 | $1,681+28.1% | $4,087-47.3% | $2,270-5.1% |
| Participant deferral / active EE | $9,037 | $3,711+143.5% | $5,632+60.5% | $3,740+141.7% |
| Admin fee / account holder | $4,557 | $419+988.2% | $9,500-52.0% | $513+788.1% |