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 | $173,241 | $48,795+255.0% | $65,493+164.5% | $84,808+104.3% |
| Participation rate | 80.0% | 67.0%+13.0pp | 73.1%+6.9pp | 68.3%+11.7pp |
| Annual return | 16.90% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $8,353 | $1,930+332.9% | $2,574+224.5% | $2,631+217.5% |
| Participant deferral / active EE | $7,912 | $2,928+170.2% | $3,961+99.7% | $4,212+87.9% |
| Admin fee / account holder | $22,098 | $3,877+470.0% | $5,028+339.5% | $7,344+200.9% |