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 | $161,707 | $65,365+147.4% | $92,893+74.1% | $72,985+121.6% |
| Participation rate | 98.7% | 68.3%+30.4pp | 76.0%+22.7pp | 69.5%+29.2pp |
| Annual return | 23.47% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,419 | $2,594-45.3% | $3,653-61.1% | $2,440-41.8% |
| Participant deferral / active EE | $5,589 | $3,128+78.7% | $4,236+31.9% | $3,607+54.9% |
| Admin fee / account holder | $8,723 | $4,251+105.2% | $5,794+50.6% | $5,124+70.2% |