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 | $155,254 | $58,208+166.7% | $81,812+89.8% | $80,856+92.0% |
| Participation rate | 94.9% | 63.4%+31.5pp | 72.3%+22.6pp | 67.6%+27.3pp |
| Annual return | 14.08% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,445 | $2,340-38.2% | $2,912-50.4% | $2,755-47.5% |
| Participant deferral / active EE | $9,186 | $3,281+180.0% | $4,319+112.7% | $4,296+113.8% |
| Admin fee / account holder | $18,181 | $4,981+265.0% | $7,386+146.2% | $6,918+162.8% |