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 | $153,775 | $109,881+39.9% | $150,045+2.5% | $84,808+81.3% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 24.99% | 28.25%-3.3pp | 62.55%-37.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $7,877 | $3,561+121.2% | $4,693+67.9% | $2,631+199.4% |
| Participant deferral / active EE | $20,236 | $6,636+204.9% | $7,997+153.0% | $4,212+380.5% |
| Admin fee / account holder | $20,956 | $8,568+144.6% | $13,435+56.0% | $7,344+185.4% |