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 | $150,329 | $54,705+174.8% | $71,209+111.1% | $84,808+77.3% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 14.69% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,329 | $2,158+147.0% | $2,721+95.9% | $2,631+102.6% |
| Participant deferral / active EE | $7,288 | $3,030+140.5% | $4,175+74.5% | $4,212+73.0% |
| Admin fee / account holder | $8,270 | $4,863+70.0% | $5,349+54.6% | $7,344+12.6% |