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 | $156,819 | $77,899+101.3% | $149,673+4.8% | $75,163+108.6% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 18.84% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,033 | $3,137-3.3% | $4,818-37.0% | $2,670+13.6% |
| Participant deferral / active EE | $11,317 | $3,411+231.8% | $5,680+99.2% | $4,125+174.3% |
| Admin fee / account holder | $5,253 | $5,956-11.8% | $13,210-60.2% | $5,651-7.0% |