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 | $111,563 | $87,013+28.2% | $106,213+5.0% | $80,856+38.0% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 18.27% | 17.05%+1.2pp | 116.14%-97.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,999 | $2,395+67.0% | $3,171+26.1% | $2,755+45.2% |
| Participant deferral / active EE | $10,071 | $3,986+152.7% | $5,016+100.8% | $4,296+134.4% |
| Admin fee / account holder | $16,546 | $8,431+96.2% | $11,033+50.0% | $6,918+139.2% |