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 | $165,018 | $114,381+44.3% | $107,525+53.5% | $142,382+15.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 20.76% | 242.71%-221.9pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $19,209 | $4,015+378.5% | $3,754+411.8% | $4,299+346.8% |
| Participant deferral / active EE | $9,627 | $5,564+73.0% | $5,116+88.2% | $6,507+47.9% |
| Admin fee / account holder | $3,946 | $9,860-60.0% | $8,919-55.8% | $12,624-68.7% |