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 | $182,144 | $106,749+70.6% | $145,433+25.2% | $82,448+120.9% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 20.67% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $5,571 | $3,444+61.7% | $4,554+22.3% | $2,551+118.4% |
| Participant deferral / active EE | $13,409 | $6,519+105.7% | $7,897+69.8% | $4,139+223.9% |
| Admin fee / account holder | $15,235 | $8,390+81.6% | $13,129+16.0% | $7,234+110.6% |