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 | $214,129 | $127,065+68.5% | $113,168+89.2% | $142,382+50.4% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 14.60% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,377 | $3,442+56.2% | $2,975+80.7% | $4,299+25.1% |
| Participant deferral / active EE | $19,467 | $5,716+240.6% | $5,107+281.2% | $6,507+199.2% |
| Admin fee / account holder | $19,693 | $15,736+25.1% | $12,068+63.2% | $12,624+56.0% |