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 | $165,598 | $53,516+209.4% | $126,539+30.9% | $84,808+95.3% |
| Participation rate | 86.3% | 58.2%+28.1pp | 69.8%+16.5pp | 68.3%+18.0pp |
| Annual return | 22.67% | 58.34%-35.7pp | 425.95%-403.3pp | 40.90%-18.2pp |
| Employer contribution / active EE | $7,626 | $1,535+396.9% | $3,674+107.6% | $2,631+189.8% |
| Participant deferral / active EE | $9,068 | $2,671+239.5% | $4,083+122.1% | $4,212+115.3% |
| Admin fee / account holder | $24,146 | $4,497+437.0% | $6,065+298.2% | $7,344+228.8% |