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 | $164,528 | $81,474+101.9% | $133,956+22.8% | $73,488+123.9% |
| Participation rate | 99.0% | 76.4%+22.6pp | 79.8%+19.2pp | 70.7%+28.3pp |
| Annual return | 16.01% | 19.40%-3.4pp | 45.09%-29.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $4,059 | $2,209+83.7% | $3,919+3.6% | $2,270+78.8% |
| Participant deferral / active EE | $4,069 | $3,786+7.5% | $5,048-19.4% | $3,740+8.8% |
| Admin fee / account holder | $19,526 | $713+2638.2% | $8,927+118.7% | $513+3705.8% |