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 | $88,672+96.3% | $105,223+65.4% | $82,448+111.1% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | 15.56% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $5,006 | $3,048+64.2% | $3,689+35.7% | $2,551+96.2% |
| Participant deferral / active EE | $8,756 | $4,036+117.0% | $5,072+72.6% | $4,139+111.5% |
| Admin fee / account holder | $16,455 | $7,146+130.3% | $8,859+85.7% | $7,234+127.5% |