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 | $177,245 | $48,046+268.9% | $84,611+109.5% | $72,985+142.9% |
| Participation rate | 83.3% | 57.6%+25.8pp | 68.2%+15.1pp | 69.5%+13.8pp |
| Annual return | 20.44% | 37.38%-16.9pp | 258.74%-238.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,520 | $1,602+57.3% | $2,652-5.0% | $2,440+3.3% |
| Participant deferral / active EE | $6,001 | $2,680+123.9% | $3,899+53.9% | $3,607+66.4% |
| Admin fee / account holder | $4,506 | $3,395+32.7% | $4,912-8.3% | $5,124-12.1% |