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 | $150,439 | $58,208+158.5% | $81,812+83.9% | $80,856+86.1% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.3%+17.7pp | 67.6%+22.4pp |
| Annual return | 12.97% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,921 | $2,340+24.8% | $2,912+0.3% | $2,755+6.0% |
| Participant deferral / active EE | $9,741 | $3,281+196.9% | $4,319+125.6% | $4,296+126.8% |
| Admin fee / account holder | $36,382 | $4,981+630.4% | $7,386+392.6% | $6,918+425.9% |