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 | $175,269 | $77,899+125.0% | $149,673+17.1% | $75,163+133.2% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 16.71% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $10,473 | $3,137+233.8% | $4,818+117.4% | $2,670+292.3% |
| Participant deferral / active EE | $6,481 | $3,411+90.0% | $5,680+14.1% | $4,125+57.1% |
| Admin fee / account holder | $27,726 | $5,956+365.5% | $13,210+109.9% | $5,651+390.6% |