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 | $172,449 | $57,057+202.2% | $85,009+102.9% | $80,874+113.2% |
| Participation rate | 96.2% | 56.4%+39.8pp | 67.5%+28.6pp | 67.6%+28.5pp |
| Annual return | 23.17% | 21.66%+1.5pp | 66.47%-43.3pp | 35.62%-12.4pp |
| Employer contribution / active EE | $4,868 | $1,799+170.6% | $2,728+78.4% | $2,756+76.6% |
| Participant deferral / active EE | $5,118 | $3,112+64.5% | $4,522+13.2% | $4,297+19.1% |
| Admin fee / account holder | $19,980 | $4,986+300.7% | $6,153+224.7% | $6,935+188.1% |