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 | $159,537 | $70,428+126.5% | $96,562+65.2% | $85,850+85.8% |
| Participation rate | 96.8% | 61.8%+35.0pp | 69.8%+27.0pp | 69.3%+27.5pp |
| Annual return | 12.97% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,766 | $1,413+95.8% | $2,356+17.4% | $2,565+7.8% |
| Participant deferral / active EE | $8,724 | $2,894+201.5% | $3,849+126.7% | $3,952+120.8% |
| Admin fee / account holder | $7,732 | $4,997+54.7% | $6,181+25.1% | $6,260+23.5% |