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 | $235,797 | $78,672+199.7% | $109,143+116.0% | $85,850+174.7% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 34.75% | 25.09%+9.7pp | 25.75%+9.0pp | 318.53%-283.8pp |
| Employer contribution / active EE | $9,407 | $2,735+244.0% | $3,722+152.7% | $2,565+266.7% |
| Participant deferral / active EE | $7,981 | $3,467+130.2% | $4,653+71.5% | $3,952+102.0% |
| Admin fee / account holder | $9,807 | $5,469+79.3% | $6,752+45.2% | $6,260+56.7% |