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 | $176,851 | $71,516+147.3% | $98,439+79.7% | $71,457+147.5% |
| Participation rate | 86.5% | 72.7%+13.8pp | 75.2%+11.3pp | 67.9%+18.6pp |
| Annual return | 19.20% | 32.41%-13.2pp | 21.16%-2.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $7,862 | $2,399+227.8% | $3,048+157.9% | $2,588+203.8% |
| Participant deferral / active EE | $12,931 | $4,109+214.7% | $4,738+172.9% | $4,289+201.5% |
| Admin fee / account holder | $5,763 | $1,675+244.1% | $8,948-35.6% | $1,587+263.0% |