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 | $156,646 | $70,428+122.4% | $96,562+62.2% | $85,850+82.5% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 13.31% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,053 | $1,413+45.3% | $2,356-12.9% | $2,565-19.9% |
| Participant deferral / active EE | $6,750 | $2,894+133.3% | $3,849+75.4% | $3,952+70.8% |
| Admin fee / account holder | $13,207 | $4,997+164.3% | $6,181+113.7% | $6,260+111.0% |