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 | $199,672 | $86,929+129.7% | $102,423+94.9% | $80,856+146.9% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 15.40% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,359 | $2,369+41.7% | $3,023+11.1% | $2,755+21.9% |
| Participant deferral / active EE | $5,908 | $4,118+43.5% | $5,053+16.9% | $4,296+37.5% |
| Admin fee / account holder | $12,828 | $8,049+59.4% | $9,451+35.7% | $6,918+85.4% |