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 | $160,893 | $103,376+55.6% | $87,100+84.7% | $152,861+5.3% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 22.78% | 28.10%-5.3pp | 28.19%-5.4pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,872 | $3,220-10.8% | $2,521+13.9% | $4,762-39.7% |
| Participant deferral / active EE | $8,907 | $4,778+86.4% | $4,049+120.0% | $5,850+52.2% |
| Admin fee / account holder | $8,182 | $12,205-33.0% | $7,497+9.1% | $11,596-29.4% |