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 | $172,259 | $77,899+121.1% | $149,673+15.1% | $75,163+129.2% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 15.08% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $5,924 | $3,137+88.8% | $4,818+23.0% | $2,670+121.9% |
| Participant deferral / active EE | $4,009 | $3,411+17.5% | $5,680-29.4% | $4,125-2.8% |
| Admin fee / account holder | $12,465 | $5,956+109.3% | $13,210-5.6% | $5,651+120.6% |