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 | $121,190 | $49,922+142.8% | $80,569+50.4% | $75,163+61.2% |
| Participation rate | 97.8% | 55.3%+42.5pp | 67.0%+30.8pp | 67.2%+30.6pp |
| Annual return | 17.39% | 34.69%-17.3pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,436 | $1,698+43.4% | $2,723-10.6% | $2,670-8.8% |
| Participant deferral / active EE | $4,770 | $2,990+59.5% | $4,447+7.2% | $4,125+15.6% |
| Admin fee / account holder | $13,401 | $3,577+274.6% | $5,377+149.2% | $5,651+137.2% |