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 | $161,358 | $86,944+85.6% | $107,525+50.1% | $74,304+117.2% |
| Participation rate | 91.1% | 59.6%+31.5pp | 75.1%+16.0pp | 60.3%+30.7pp |
| Annual return | 17.16% | 23.52%-6.4pp | 181.32%-164.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,008 | $2,757+9.1% | $3,754-19.9% | $2,241+34.2% |
| Participant deferral / active EE | $10,593 | $3,554+198.1% | $5,116+107.1% | $3,767+181.2% |
| Admin fee / account holder | $13,618 | $3,727+265.4% | $8,919+52.7% | $2,969+358.7% |