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 | $176,017 | $109,881+60.2% | $150,045+17.3% | $84,808+107.5% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,578 | $3,561+28.5% | $4,693-2.5% | $2,631+74.0% |
| Participant deferral / active EE | $10,687 | $6,636+61.0% | $7,997+33.6% | $4,212+153.8% |
| Admin fee / account holder | $19,012 | $8,568+121.9% | $13,435+41.5% | $7,344+158.9% |