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 | $145,756 | $103,376+41.0% | $87,100+67.3% | $152,861-4.6% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 18.15% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,828 | $3,220+18.9% | $2,521+51.8% | $4,762-19.6% |
| Participant deferral / active EE | $6,127 | $4,778+28.2% | $4,049+51.3% | $5,850+4.7% |
| Admin fee / account holder | $18,953 | $12,205+55.3% | $7,497+152.8% | $11,596+63.4% |