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 | $146,974 | $46,869+213.6% | $122,332+20.1% | $70,131+109.6% |
| Participation rate | 90.7% | 58.2%+32.5pp | 71.6%+19.1pp | 69.5%+21.2pp |
| Annual return | 15.97% | 24.22%-8.2pp | 30.27%-14.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,670 | $1,288+107.3% | $4,050-34.1% | $2,342+14.0% |
| Participant deferral / active EE | $6,066 | $2,166+180.0% | $3,287+84.5% | $3,332+82.1% |
| Admin fee / account holder | $16,661 | $3,322+401.5% | $5,478+204.2% | $4,645+258.7% |