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 | $163,280 | $63,346+157.8% | $92,233+77.0% | $70,131+132.8% |
| Participation rate | 80.5% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 13.56% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,194 | $2,471+29.2% | $3,679-13.2% | $2,342+36.3% |
| Participant deferral / active EE | $7,473 | $2,854+161.9% | $3,897+91.8% | $3,332+124.3% |
| Admin fee / account holder | $2,800 | $3,840-27.1% | $5,194-46.1% | $4,645-39.7% |