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 | $143,706 | $82,882+73.4% | $127,761+12.5% | $72,985+96.9% |
| Participation rate | 98.1% | 71.5%+26.6pp | 79.0%+19.1pp | 69.5%+28.6pp |
| Annual return | 20.45% | 32.20%-11.8pp | 26.14%-5.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $8,686 | $3,346+159.5% | $4,574+89.9% | $2,440+256.0% |
| Participant deferral / active EE | $11,793 | $4,791+146.2% | $6,021+95.8% | $3,607+226.9% |
| Admin fee / account holder | $10,491 | $6,487+61.7% | $9,395+11.7% | $5,124+104.7% |