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 | $165,740 | $65,561+152.8% | $86,188+92.3% | $75,163+120.5% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.1pp |
| Annual return | 17.95% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,983 | $1,553+92.1% | $2,380+25.3% | $2,670+11.7% |
| Participant deferral / active EE | $8,954 | $3,024+196.1% | $3,985+124.7% | $4,125+117.1% |
| Admin fee / account holder | $14,945 | $5,474+173.0% | $6,852+118.1% | $5,651+164.5% |