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 | $177,918 | $77,634+129.2% | $156,549+13.7% | $62,891+182.9% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 4.96% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $7,581 | $3,444+120.1% | $5,501+37.8% | $2,281+232.4% |
| Participant deferral / active EE | $7,749 | $3,045+154.5% | $4,871+59.1% | $3,203+141.9% |
| Admin fee / account holder | $17,188 | $5,561+209.1% | $13,027+31.9% | $4,296+300.1% |