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 | $153,425 | $56,114+173.4% | $96,139+59.6% | $85,850+78.7% |
| Participation rate | 94.6% | 56.7%+37.9pp | 68.4%+26.1pp | 69.3%+25.3pp |
| Annual return | 13.79% | 42.30%-28.5pp | 191.94%-178.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $7,478 | $1,620+361.7% | $2,797+167.4% | $2,565+191.5% |
| Participant deferral / active EE | $5,067 | $2,859+77.2% | $4,349+16.5% | $3,952+28.2% |
| Admin fee / account holder | $5,196 | $3,768+37.9% | $5,537-6.2% | $6,260-17.0% |