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 | $175,134 | $102,317+71.2% | $146,958+19.2% | $80,856+116.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 26.29% | 134.76%-108.5pp | 418.34%-392.0pp | 35.59%-9.3pp |
| Employer contribution / active EE | $5,418 | $3,713+45.9% | $4,933+9.8% | $2,755+96.7% |
| Participant deferral / active EE | $10,768 | $6,644+62.1% | $8,070+33.4% | $4,296+150.7% |
| Admin fee / account holder | $19,374 | $7,941+144.0% | $12,998+49.0% | $6,918+180.0% |