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 | $158,439 | $78,672+101.4% | $109,143+45.2% | $85,850+84.6% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 16.83% | 25.09%-8.3pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $16,589 | $2,735+506.6% | $3,722+345.7% | $2,565+546.7% |
| Participant deferral / active EE | $2,543 | $3,467-26.6% | $4,653-45.3% | $3,952-35.6% |
| Admin fee / account holder | $4,540 | $5,469-17.0% | $6,752-32.8% | $6,260-27.5% |