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 | $191,912 | $48,046+299.4% | $84,611+126.8% | $72,985+162.9% |
| Participation rate | 95.8% | 57.6%+38.3pp | 68.2%+27.6pp | 69.5%+26.3pp |
| Annual return | 22.64% | 37.38%-14.7pp | 258.74%-236.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,123 | $1,602+219.8% | $2,652+93.1% | $2,440+110.0% |
| Participant deferral / active EE | $4,962 | $2,680+85.1% | $3,899+27.3% | $3,607+37.5% |
| Admin fee / account holder | $13,074 | $3,395+285.2% | $4,912+166.2% | $5,124+155.1% |