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 | $179,602 | $89,753+100.1% | $107,525+67.0% | $84,808+111.8% |
| Participation rate | 95.6% | 68.1%+27.5pp | 75.1%+20.5pp | 68.3%+27.2pp |
| Annual return | 15.76% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $9,079 | $3,113+191.6% | $3,754+141.9% | $2,631+245.1% |
| Participant deferral / active EE | $6,270 | $4,056+54.6% | $5,116+22.6% | $4,212+48.9% |
| Admin fee / account holder | $15,462 | $7,222+114.1% | $8,919+73.4% | $7,344+110.6% |