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 | $185,552 | $144,119+28.7% | $117,854+57.4% | $147,584+25.7% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 15.58% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,027 | $4,896-17.7% | $3,786+6.4% | $4,876-17.4% |
| Participant deferral / active EE | $7,472 | $5,316+40.6% | $4,482+66.7% | $5,439+37.4% |
| Admin fee / account holder | $5,126 | $10,886-52.9% | $8,020-36.1% | $10,885-52.9% |