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 | $157,339 | $65,041+141.9% | $90,951+73.0% | $79,858+97.0% |
| Participation rate | 91.7% | 61.6%+30.1pp | 69.0%+22.7pp | 69.6%+22.0pp |
| Annual return | 18.12% | 30.45%-12.3pp | 134.60%-116.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $8,403 | $1,247+573.8% | $2,122+296.0% | $2,471+240.1% |
| Participant deferral / active EE | $5,878 | $2,512+134.0% | $3,373+74.3% | $3,740+57.2% |
| Admin fee / account holder | $20,395 | $4,536+349.6% | $5,959+242.3% | $5,306+284.4% |