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 | $169,513 | $91,552+85.2% | $133,956+26.5% | $79,858+112.3% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 12.16% | 61.85%-49.7pp | 45.09%-32.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,598 | $2,384+92.9% | $3,919+17.3% | $2,471+86.1% |
| Participant deferral / active EE | $8,602 | $3,733+130.4% | $5,048+70.4% | $3,740+130.0% |
| Admin fee / account holder | $13,961 | $6,321+120.9% | $8,927+56.4% | $5,306+163.1% |