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 | $115,503 | $93,170+24.0% | $100,534+14.9% | $84,808+36.2% |
| Participation rate | 98.9% | 75.8%+23.0pp | 80.6%+18.3pp | 68.3%+30.6pp |
| Annual return | 18.82% | 47.13%-28.3pp | 32.66%-13.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $6,389 | $3,985+60.3% | $4,346+47.0% | $2,631+142.8% |
| Participant deferral / active EE | $9,714 | $5,699+70.5% | $6,144+58.1% | $4,212+130.6% |
| Admin fee / account holder | $35,147 | $7,382+376.1% | $7,654+359.2% | $7,344+378.6% |