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 | $150,580 | $63,346+137.7% | $92,233+63.3% | $70,131+114.7% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 15.31% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $6,142 | $2,471+148.5% | $3,679+66.9% | $2,342+162.2% |
| Participant deferral / active EE | $3,133 | $2,854+9.8% | $3,897-19.6% | $3,332-6.0% |
| Admin fee / account holder | $9,897 | $3,840+157.7% | $5,194+90.6% | $4,645+113.1% |