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 | $241,007 | $86,929+177.2% | $102,423+135.3% | $80,856+198.1% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 15.13% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $9,053 | $2,369+282.1% | $3,023+199.4% | $2,755+228.6% |
| Participant deferral / active EE | $12,545 | $4,118+204.6% | $5,053+148.3% | $4,296+192.0% |
| Admin fee / account holder | $27,170 | $8,049+237.6% | $9,451+187.5% | $6,918+292.7% |