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 | $240,068 | $148,978+61.1% | $200,582+19.7% | $84,808+183.1% |
| Participation rate | 96.9% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 18.22% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $11,544 | $4,815+139.8% | $6,419+79.9% | $2,631+338.8% |
| Participant deferral / active EE | $18,765 | $7,142+162.7% | $9,331+101.1% | $4,212+345.6% |
| Admin fee / account holder | $22,727 | $13,977+62.6% | $16,305+39.4% | $7,344+209.5% |