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 | $171,801 | $88,672+93.7% | $105,223+63.3% | $82,448+108.4% |
| Participation rate | 75.5% | 67.9%+7.6pp | 75.0%+0.5pp | 68.1%+7.5pp |
| Annual return | 14.75% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,612 | $3,048+18.5% | $3,689-2.1% | $2,551+41.6% |
| Participant deferral / active EE | $9,371 | $4,036+132.2% | $5,072+84.8% | $4,139+126.4% |
| Admin fee / account holder | $22,649 | $7,146+216.9% | $8,859+155.7% | $7,234+213.1% |