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 | $146,020 | $57,354+154.6% | $83,848+74.1% | $64,186+127.5% |
| Participation rate | 92.5% | 68.6%+23.9pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | 10.73% | 11.38%-0.6pp | 850.88%-840.1pp | 7.63%+3.1pp |
| Employer contribution / active EE | $7,247 | $2,545+184.7% | $3,631+99.6% | $2,381+204.4% |
| Participant deferral / active EE | $6,215 | $2,993+107.7% | $4,082+52.3% | $3,470+79.1% |
| Admin fee / account holder | $1,649 | $4,046-59.2% | $5,478-69.9% | $4,888-66.3% |