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 | $243,009 | $106,749+127.6% | $145,433+67.1% | $82,448+194.7% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.1pp | 68.1%+28.2pp |
| Annual return | 15.53% | 27.59%-12.1pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,299 | $3,444+24.8% | $4,554-5.6% | $2,551+68.5% |
| Participant deferral / active EE | $12,095 | $6,519+85.5% | $7,897+53.2% | $4,139+192.2% |
| Admin fee / account holder | $26,767 | $8,390+219.0% | $13,129+103.9% | $7,234+270.0% |