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 | $106,749+64.9% | $145,433+21.0% | $82,448+113.5% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 14.89% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,578 | $3,444+32.9% | $4,554+0.5% | $2,551+79.4% |
| Participant deferral / active EE | $10,687 | $6,519+63.9% | $7,897+35.3% | $4,139+158.2% |
| Admin fee / account holder | $19,012 | $8,390+126.6% | $13,129+44.8% | $7,234+162.8% |