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 | $165,677 | $109,327+51.5% | $89,391+85.3% | $158,922+4.3% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.0%+14.4pp | 82.0%+0.4pp |
| Annual return | 13.17% | 345.68%-332.5pp | 245.62%-232.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,496 | $3,170-21.2% | $2,586-3.4% | $4,761-47.6% |
| Participant deferral / active EE | $5,322 | $4,598+15.7% | $3,890+36.8% | $5,982-11.0% |
| Admin fee / account holder | $17,400 | $6,153+182.8% | $4,881+256.5% | $11,246+54.7% |