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 | $180,327 | $88,672+103.4% | $105,223+71.4% | $82,448+118.7% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 15.29% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,853 | $3,048+157.7% | $3,689+112.9% | $2,551+207.9% |
| Participant deferral / active EE | $10,613 | $4,036+163.0% | $5,072+109.3% | $4,139+156.4% |
| Admin fee / account holder | $13,561 | $7,146+89.8% | $8,859+53.1% | $7,234+87.4% |