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 | $156,106 | $109,327+42.8% | $89,391+74.6% | $158,922-1.8% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 17.42% | 345.68%-328.3pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,799 | $3,170-11.7% | $2,586+8.3% | $4,761-41.2% |
| Participant deferral / active EE | $10,790 | $4,598+134.6% | $3,890+177.4% | $5,982+80.4% |
| Admin fee / account holder | $12,986 | $6,153+111.1% | $4,881+166.0% | $11,246+15.5% |