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 | $189,647 | $77,899+143.5% | $149,673+26.7% | $75,163+152.3% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 18.09% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,093 | $3,137+94.2% | $4,818+26.5% | $2,670+128.2% |
| Participant deferral / active EE | $4,878 | $3,411+43.0% | $5,680-14.1% | $4,125+18.3% |
| Admin fee / account holder | $28,473 | $5,956+378.0% | $13,210+115.5% | $5,651+403.9% |