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 | $243,948 | $76,552+218.7% | $123,892+96.9% | $62,891+287.9% |
| Participation rate | 93.6% | 73.0%+20.6pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 7.89% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,016 | $2,883+178.1% | $4,617+73.6% | $2,281+251.5% |
| Participant deferral / active EE | $4,734 | $4,840-2.2% | $5,984-20.9% | $3,203+47.8% |
| Admin fee / account holder | $48,182 | $4,826+898.5% | $8,357+476.6% | $4,296+1021.7% |