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 | $149,326 | $89,753+66.4% | $107,525+38.9% | $84,808+76.1% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 17.97% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $7,237 | $3,113+132.5% | $3,754+92.8% | $2,631+175.1% |
| Participant deferral / active EE | $6,883 | $4,056+69.7% | $5,116+34.6% | $4,212+63.4% |
| Admin fee / account holder | $20,242 | $7,222+180.3% | $8,919+127.0% | $7,344+175.6% |