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 | $123,592 | $52,279+136.4% | $89,391+38.3% | $79,858+54.8% |
| Participation rate | 87.5% | 57.5%+30.0pp | 68.0%+19.5pp | 69.6%+17.9pp |
| Annual return | 14.20% | 22.16%-8.0pp | 245.62%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,367 | $1,572+177.9% | $2,586+68.9% | $2,471+76.7% |
| Participant deferral / active EE | $10,575 | $2,740+285.9% | $3,890+171.9% | $3,740+182.8% |
| Admin fee / account holder | $8,358 | $3,356+149.0% | $4,881+71.2% | $5,306+57.5% |