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 | $140,648 | $71,050+98.0% | $93,606+50.3% | $80,856+73.9% |
| Participation rate | 94.9% | 60.4%+34.5pp | 68.7%+26.2pp | 67.6%+27.2pp |
| Annual return | 19.16% | 11.26%+7.9pp | 133.20%-114.0pp | 35.59%-16.4pp |
| Employer contribution / active EE | $5,095 | $1,564+225.8% | $2,420+110.6% | $2,755+85.0% |
| Participant deferral / active EE | $6,241 | $4,034+54.7% | $4,411+41.5% | $4,296+45.3% |
| Admin fee / account holder | $9,026 | $6,945+30.0% | $8,285+8.9% | $6,918+30.5% |