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 | $152,219 | $88,672+71.7% | $105,223+44.7% | $82,448+84.6% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 13.27% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,717 | $3,048-10.8% | $3,689-26.3% | $2,551+6.5% |
| Participant deferral / active EE | $7,141 | $4,036+76.9% | $5,072+40.8% | $4,139+72.5% |
| Admin fee / account holder | $26,347 | $7,146+268.7% | $8,859+197.4% | $7,234+264.2% |