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 | $187,803 | $86,944+116.0% | $107,525+74.7% | $74,304+152.7% |
| Participation rate | 95.0% | 59.6%+35.5pp | 75.1%+20.0pp | 60.3%+34.7pp |
| Annual return | 20.50% | 23.52%-3.0pp | 181.32%-160.8pp | 29.43%-8.9pp |
| Employer contribution / active EE | $16,457 | $2,757+497.0% | $3,754+338.4% | $2,241+634.3% |
| Participant deferral / active EE | $8,093 | $3,554+127.7% | $5,116+58.2% | $3,767+114.8% |
| Admin fee / account holder | $1,812 | $3,727-51.4% | $8,919-79.7% | $2,969-39.0% |