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 | $160,912 | $49,227+226.9% | $70,449+128.4% | $79,858+101.5% |
| Participation rate | 85.7% | 69.2%+16.5pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 13.11% | 30.06%-17.0pp | 109.03%-95.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $5,311 | $2,099+153.0% | $2,737+94.1% | $2,471+115.0% |
| Participant deferral / active EE | $3,131 | $2,768+13.1% | $3,709-15.6% | $3,740-16.3% |
| Admin fee / account holder | $3,256 | $2,878+13.1% | $3,845-15.3% | $5,306-38.6% |