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 | $171,547 | $57,016+200.9% | $84,966+101.9% | $80,856+112.2% |
| Participation rate | 98.0% | 56.3%+41.7pp | 67.5%+30.5pp | 67.6%+30.4pp |
| Annual return | 15.36% | 21.66%-6.3pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,875 | $1,798+226.8% | $2,727+115.4% | $2,755+113.3% |
| Participant deferral / active EE | $11,687 | $3,110+275.8% | $4,519+158.6% | $4,296+172.1% |
| Admin fee / account holder | $2,707 | $4,980-45.6% | $6,149-56.0% | $6,918-60.9% |