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 | $174,023 | $89,753+93.9% | $107,525+61.8% | $84,808+105.2% |
| Participation rate | 83.9% | 68.1%+15.8pp | 75.1%+8.8pp | 68.3%+15.6pp |
| Annual return | 15.56% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,006 | $3,113+60.8% | $3,754+33.4% | $2,631+90.3% |
| Participant deferral / active EE | $8,756 | $4,056+115.9% | $5,116+71.2% | $4,212+107.9% |
| Admin fee / account holder | $16,455 | $7,222+127.8% | $8,919+84.5% | $7,344+124.1% |