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 | $157,117 | $65,561+139.7% | $86,188+82.3% | $75,163+109.0% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 17.93% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,449 | $1,553+57.8% | $2,380+2.9% | $2,670-8.3% |
| Participant deferral / active EE | $6,233 | $3,024+106.2% | $3,985+56.4% | $4,125+51.1% |
| Admin fee / account holder | $15,180 | $5,474+177.3% | $6,852+121.5% | $5,651+168.6% |