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 | $143,294 | $87,013+64.7% | $106,213+34.9% | $80,856+77.2% |
| Participation rate | 83.9% | 70.4%+13.4pp | 75.3%+8.6pp | 67.6%+16.2pp |
| Annual return | 12.24% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,511 | $2,395+88.3% | $3,171+42.2% | $2,755+63.7% |
| Participant deferral / active EE | $8,319 | $3,986+108.7% | $5,016+65.9% | $4,296+93.7% |
| Admin fee / account holder | $40,035 | $8,431+374.8% | $11,033+262.9% | $6,918+478.7% |