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 | $156,474 | $53,822+190.7% | $75,696+106.7% | $85,850+82.3% |
| Participation rate | 88.6% | 69.1%+19.5pp | 74.8%+13.8pp | 69.3%+19.3pp |
| Annual return | 15.38% | 24.54%-9.2pp | 104.53%-89.1pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,626 | $2,017+30.2% | $2,743-4.3% | $2,565+2.4% |
| Participant deferral / active EE | $6,584 | $2,895+127.4% | $3,821+72.3% | $3,952+66.6% |
| Admin fee / account holder | $1,662 | $3,343-50.3% | $3,619-54.1% | $6,260-73.4% |