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 | $235,821 | $148,978+58.3% | $200,582+17.6% | $84,808+178.1% |
| Participation rate | 96.9% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 17.64% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $12,057 | $4,815+150.4% | $6,419+87.8% | $2,631+358.3% |
| Participant deferral / active EE | $14,449 | $7,142+102.3% | $9,331+54.9% | $4,212+243.1% |
| Admin fee / account holder | $22,376 | $13,977+60.1% | $16,305+37.2% | $7,344+204.7% |