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 | $153,139 | $77,899+96.6% | $149,673+2.3% | $75,163+103.7% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 18.03% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $7,268 | $3,137+131.7% | $4,818+50.9% | $2,670+172.2% |
| Participant deferral / active EE | $6,958 | $3,411+104.0% | $5,680+22.5% | $4,125+68.7% |
| Admin fee / account holder | $1,764 | $5,956-70.4% | $13,210-86.6% | $5,651-68.8% |