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 | $139,409 | $201,259-30.7% | $184,200-24.3% | $145,959-4.5% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 12.87% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $17,496 | $7,018+149.3% | $6,424+172.4% | $4,661+275.4% |
| Participant deferral / active EE | $24,492 | $9,806+149.7% | $9,132+168.2% | $6,689+266.2% |
| Admin fee / account holder | $23,308 | $16,372+42.4% | $13,907+67.6% | $13,398+74.0% |