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 | $146,621 | $87,013+68.5% | $106,213+38.0% | $80,856+81.3% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.3%+20.3pp | 67.6%+28.0pp |
| Annual return | 15.32% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $7,215 | $2,395+201.2% | $3,171+127.5% | $2,755+161.9% |
| Participant deferral / active EE | $10,073 | $3,986+152.7% | $5,016+100.8% | $4,296+134.5% |
| Admin fee / account holder | $42,089 | $8,431+399.2% | $11,033+281.5% | $6,918+508.4% |