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 5-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 | $178,613 | $102,317+74.6% | $146,958+21.5% | $80,856+120.9% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 17.75% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,779 | $3,713+28.7% | $4,933-3.1% | $2,755+73.5% |
| Participant deferral / active EE | $13,333 | $6,644+100.7% | $8,070+65.2% | $4,296+210.4% |
| Admin fee / account holder | $13,377 | $7,941+68.4% | $12,998+2.9% | $6,918+93.4% |