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 | $171,862 | $108,825+57.9% | $156,181+10.0% | $82,448+108.4% |
| Participation rate | 86.4% | 72.4%+14.0pp | 78.8%+7.5pp | 68.1%+18.3pp |
| Annual return | 14.63% | 20.59%-6.0pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,482 | $2,870+21.3% | $4,294-18.9% | $2,551+36.5% |
| Participant deferral / active EE | $13,386 | $4,577+192.4% | $6,132+118.3% | $4,139+223.4% |
| Admin fee / account holder | $24,917 | $9,341+166.8% | $14,586+70.8% | $7,234+244.4% |