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 | $166,547 | $105,126+58.4% | $94,646+76.0% | $139,434+19.4% |
| Participation rate | 90.5% | 82.4%+8.1pp | 80.8%+9.6pp | 80.3%+10.2pp |
| Annual return | 20.81% | 38.03%-17.2pp | 156.71%-135.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,657 | $4,106-35.3% | $3,672-27.6% | $4,751-44.1% |
| Participant deferral / active EE | $9,545 | $7,599+25.6% | $7,418+28.7% | $6,710+42.2% |
| Admin fee / account holder | $5,992 | $8,984-33.3% | $7,231-17.1% | $11,403-47.4% |