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 | $158,747 | $65,365+142.9% | $92,893+70.9% | $72,985+117.5% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 27.69% | 42.10%-14.4pp | 109.41%-81.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $4,572 | $2,594+76.2% | $3,653+25.2% | $2,440+87.4% |
| Participant deferral / active EE | $10,254 | $3,128+227.8% | $4,236+142.1% | $3,607+184.3% |
| Admin fee / account holder | $10,674 | $4,251+151.1% | $5,794+84.2% | $5,124+108.3% |