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 | $177,511 | $89,753+97.8% | $107,525+65.1% | $84,808+109.3% |
| Participation rate | 98.9% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 15.63% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,841 | $3,113+87.6% | $3,754+55.6% | $2,631+122.0% |
| Participant deferral / active EE | $7,737 | $4,056+90.7% | $5,116+51.2% | $4,212+83.7% |
| Admin fee / account holder | $16,789 | $7,222+132.5% | $8,919+88.2% | $7,344+128.6% |