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 | $163,708 | $118,450+38.2% | $98,439+66.3% | $139,434+17.4% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 15.79% | 18.94%-3.1pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $11,447 | $3,609+217.2% | $3,048+275.6% | $4,751+141.0% |
| Participant deferral / active EE | $20,336 | $5,392+277.2% | $4,738+329.2% | $6,710+203.1% |
| Admin fee / account holder | $44,306 | $14,026+215.9% | $8,948+395.2% | $11,403+288.6% |