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 | $171,729 | $62,672+174.0% | $185,117-7.2% | $70,131+144.9% |
| Participation rate | 96.4% | 63.8%+32.7pp | 77.3%+19.2pp | 69.5%+26.9pp |
| Annual return | 19.48% | 40.79%-21.3pp | 40.50%-21.0pp | 73.14%-53.7pp |
| Employer contribution / active EE | $4,934 | $1,753+181.4% | $4,182+18.0% | $2,342+110.6% |
| Participant deferral / active EE | $13,599 | $3,272+315.7% | $5,045+169.6% | $3,332+308.2% |
| Admin fee / account holder | $5,846 | $3,932+48.7% | $8,159-28.3% | $4,645+25.9% |