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 | $174,835 | $29,319+496.3% | $52,425+233.5% | $82,448+112.1% |
| Participation rate | 70.3% | 46.9%+23.5pp | 55.6%+14.7pp | 68.1%+2.2pp |
| Annual return | 14.99% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,413 | $586+311.4% | $914+163.9% | $2,551-5.4% |
| Participant deferral / active EE | $4,132 | $1,171+252.7% | $1,790+130.8% | $4,139-0.2% |
| Admin fee / account holder | $2,982 | $1,962+52.0% | $2,495+19.5% | $7,234-58.8% |