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 | $233,159 | $76,552+204.6% | $123,892+88.2% | $62,891+270.7% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+17.0pp | 69.3%+29.1pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,857 | $2,883+207.3% | $4,617+91.8% | $2,281+288.3% |
| Participant deferral / active EE | $8,402 | $4,840+73.6% | $5,984+40.4% | $3,203+162.3% |
| Admin fee / account holder | $17,112 | $4,826+254.6% | $8,357+104.8% | $4,296+298.4% |