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 | $197,343 | $77,899+153.3% | $149,673+31.8% | $75,163+162.6% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 14.03% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,707 | $3,137+18.2% | $4,818-23.0% | $2,670+38.9% |
| Participant deferral / active EE | $7,455 | $3,411+118.5% | $5,680+31.2% | $4,125+80.7% |
| Admin fee / account holder | $23,888 | $5,956+301.1% | $13,210+80.8% | $5,651+322.7% |