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 | $141,410 | $89,753+57.6% | $107,525+31.5% | $84,808+66.7% |
| Participation rate | 95.5% | 68.1%+27.5pp | 75.1%+20.4pp | 68.3%+27.2pp |
| Annual return | 15.43% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,077 | $3,113+30.9% | $3,754+8.6% | $2,631+54.9% |
| Participant deferral / active EE | $5,706 | $4,056+40.7% | $5,116+11.5% | $4,212+35.5% |
| Admin fee / account holder | $17,662 | $7,222+144.6% | $8,919+98.0% | $7,344+140.5% |