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 | $168,544 | $108,172+55.8% | $77,482+117.5% | $158,922+6.1% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 6.76% | 31.67%-24.9pp | 54.79%-48.0pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,753 | $1,325+32.3% | $986+77.7% | $4,761-63.2% |
| Participant deferral / active EE | $9,385 | $2,456+282.1% | $1,861+404.2% | $5,982+56.9% |
| Admin fee / account holder | $18,455 | $3,708+397.8% | $2,858+545.8% | $11,246+64.1% |