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 | $153,020 | $65,561+133.4% | $86,188+77.5% | $75,163+103.6% |
| Participation rate | 87.4% | 60.5%+26.9pp | 69.0%+18.4pp | 67.2%+20.2pp |
| Annual return | 18.14% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,527 | $1,553-1.7% | $2,380-35.9% | $2,670-42.8% |
| Participant deferral / active EE | $6,116 | $3,024+102.3% | $3,985+53.5% | $4,125+48.3% |
| Admin fee / account holder | $8,318 | $5,474+52.0% | $6,852+21.4% | $5,651+47.2% |