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 8-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 | $146,837 | $81,248+80.7% | $155,509-5.6% | $80,856+81.6% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 17.03% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,013 | $3,100+29.4% | $4,672-14.1% | $2,755+45.7% |
| Participant deferral / active EE | $9,628 | $3,452+178.9% | $5,626+71.1% | $4,296+124.1% |
| Admin fee / account holder | $48,239 | $7,997+503.2% | $15,912+203.2% | $6,918+597.3% |