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 | $181,504 | $86,929+108.8% | $102,423+77.2% | $80,856+124.5% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.6%+30.1pp |
| Annual return | 11.44% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $6,324 | $2,369+166.9% | $3,023+109.2% | $2,755+129.6% |
| Participant deferral / active EE | $9,696 | $4,118+135.4% | $5,053+91.9% | $4,296+125.7% |
| Admin fee / account holder | $26,407 | $8,049+228.1% | $9,451+179.4% | $6,918+281.7% |