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 | $174,052 | $71,050+145.0% | $93,606+85.9% | $80,856+115.3% |
| Participation rate | 76.0% | 60.4%+15.6pp | 68.7%+7.3pp | 67.6%+8.4pp |
| Annual return | 15.12% | 11.26%+3.9pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,064 | $1,564+95.9% | $2,420+26.6% | $2,755+11.2% |
| Participant deferral / active EE | $6,346 | $4,034+57.3% | $4,411+43.8% | $4,296+47.7% |
| Admin fee / account holder | $84,272 | $6,945+1113.5% | $8,285+917.2% | $6,918+1118.2% |