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 | $143,145 | $61,605+132.4% | $112,229+27.5% | $75,163+90.4% |
| Participation rate | 88.2% | 61.7%+26.6pp | 72.4%+15.8pp | 67.2%+21.0pp |
| Annual return | 13.96% | 28.47%-14.5pp | 30.20%-16.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,623 | $2,015+79.7% | $3,430+5.6% | $2,670+35.7% |
| Participant deferral / active EE | $5,328 | $3,108+71.4% | $4,798+11.1% | $4,125+29.2% |
| Admin fee / account holder | $16,549 | $4,862+240.4% | $7,748+113.6% | $5,651+192.9% |