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 | $123,521 | $64,348+92.0% | $90,160+37.0% | $70,131+76.1% |
| Participation rate | 97.6% | 70.4%+27.2pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 18.44% | 28.13%-9.7pp | 34.88%-16.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $6,429 | $2,046+214.3% | $3,318+93.8% | $2,342+174.5% |
| Participant deferral / active EE | $11,330 | $4,389+158.2% | $5,288+114.3% | $3,332+240.1% |
| Admin fee / account holder | $8,254 | $3,944+109.3% | $5,943+38.9% | $4,645+77.7% |