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 | $154,567 | $73,787+109.5% | $98,716+56.6% | $82,448+87.5% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.3%+4.8pp | 68.1%+6.1pp |
| Annual return | 15.31% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,888 | $1,511+91.1% | $2,279+26.7% | $2,551+13.2% |
| Participant deferral / active EE | $6,839 | $3,081+121.9% | $4,048+69.0% | $4,139+65.2% |
| Admin fee / account holder | $27,638 | $6,500+325.2% | $8,703+217.6% | $7,234+282.0% |