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 | $172,185 | $70,428+144.5% | $96,562+78.3% | $85,850+100.6% |
| Participation rate | 87.2% | 61.8%+25.4pp | 69.8%+17.4pp | 69.3%+17.9pp |
| Annual return | 27.19% | 18.59%+8.6pp | 37.78%-10.6pp | 318.53%-291.3pp |
| Employer contribution / active EE | $853 | $1,413-39.6% | $2,356-63.8% | $2,565-66.7% |
| Participant deferral / active EE | $6,193 | $2,894+114.0% | $3,849+60.9% | $3,952+56.7% |
| Admin fee / account holder | $11,696 | $4,997+134.1% | $6,181+89.2% | $6,260+86.8% |