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 | $198,343 | $154,228+28.6% | $145,433+36.4% | $137,256+44.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 66.81% | 74.59%-7.8pp | 66.58%+0.2pp | 220.34%-153.5pp |
| Employer contribution / active EE | $7,298 | $4,804+51.9% | $4,554+60.2% | $4,156+75.6% |
| Participant deferral / active EE | $15,424 | $8,216+87.7% | $7,897+95.3% | $6,407+140.7% |
| Admin fee / account holder | $5,230 | $14,344-63.5% | $13,129-60.2% | $12,270-57.4% |