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 | $190,958 | $70,428+171.1% | $96,562+97.8% | $85,850+122.4% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 16.09% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $7,372 | $1,413+421.7% | $2,356+212.8% | $2,565+187.4% |
| Participant deferral / active EE | $6,246 | $2,894+115.8% | $3,849+62.3% | $3,952+58.1% |
| Admin fee / account holder | $18,047 | $4,997+261.2% | $6,181+192.0% | $6,260+188.3% |