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 | $157,877 | $81,208+94.4% | $98,907+59.6% | $79,858+97.7% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.9pp |
| Annual return | 17.99% | 60.99%-43.0pp | 196.43%-178.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,839 | $1,960+44.9% | $2,689+5.6% | $2,471+14.9% |
| Participant deferral / active EE | $2,255 | $3,265-30.9% | $4,244-46.9% | $3,740-39.7% |
| Admin fee / account holder | $1,688 | $6,013-71.9% | $6,642-74.6% | $5,306-68.2% |