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 | $231,512 | $81,248+184.9% | $155,509+48.9% | $80,856+186.3% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 26.67% | 33.31%-6.6pp | 64.67%-38.0pp | 35.59%-8.9pp |
| Employer contribution / active EE | $8,954 | $3,100+188.8% | $4,672+91.6% | $2,755+225.0% |
| Participant deferral / active EE | $8,025 | $3,452+132.5% | $5,626+42.6% | $4,296+86.8% |
| Admin fee / account holder | $29,939 | $7,997+274.4% | $15,912+88.2% | $6,918+332.8% |