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 | $198,677 | $109,881+80.8% | $150,045+32.4% | $84,808+134.3% |
| Participation rate | 89.9% | 76.1%+13.8pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 24.73% | 28.25%-3.5pp | 62.55%-37.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $11,642 | $3,561+226.9% | $4,693+148.1% | $2,631+342.5% |
| Participant deferral / active EE | $15,744 | $6,636+137.3% | $7,997+96.9% | $4,212+273.8% |
| Admin fee / account holder | $15,023 | $8,568+75.3% | $13,435+11.8% | $7,344+104.6% |