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 | $164,745 | $54,705+201.2% | $71,209+131.4% | $84,808+94.3% |
| Participation rate | 96.7% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.4pp |
| Annual return | 19.00% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,126 | $2,158+137.6% | $2,721+88.4% | $2,631+94.8% |
| Participant deferral / active EE | $5,386 | $3,030+77.7% | $4,175+29.0% | $4,212+27.9% |
| Admin fee / account holder | $6,321 | $4,863+30.0% | $5,349+18.2% | $7,344-13.9% |