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 | $93,751 | $49,173+90.7% | $121,098-22.6% | $75,163+24.7% |
| Participation rate | 97.5% | 55.4%+42.1pp | 69.5%+28.0pp | 67.2%+30.3pp |
| Annual return | 13.72% | 55.99%-42.3pp | 985.75%-972.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $5,377 | $1,546+247.9% | $4,164+29.1% | $2,670+101.4% |
| Participant deferral / active EE | $5,800 | $2,628+120.7% | $4,080+42.2% | $4,125+40.6% |
| Admin fee / account holder | $7,922 | $3,942+101.0% | $5,644+40.4% | $5,651+40.2% |