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 | $231,140 | $106,749+116.5% | $145,433+58.9% | $82,448+180.3% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 19.25% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $5,658 | $3,444+64.3% | $4,554+24.2% | $2,551+121.8% |
| Participant deferral / active EE | $9,899 | $6,519+51.9% | $7,897+25.3% | $4,139+139.1% |
| Admin fee / account holder | $14,290 | $8,390+70.3% | $13,129+8.8% | $7,234+97.5% |