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 | $89,753+100.9% | $107,525+67.7% | $84,808+112.6% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,853 | $3,113+152.2% | $3,754+109.2% | $2,631+198.5% |
| Participant deferral / active EE | $10,613 | $4,056+161.6% | $5,116+107.5% | $4,212+152.0% |
| Admin fee / account holder | $13,561 | $7,222+87.8% | $8,919+52.0% | $7,344+84.7% |