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 | $226,306 | $106,749+112.0% | $145,433+55.6% | $82,448+174.5% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 15.28% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $13,705 | $3,444+297.9% | $4,554+200.9% | $2,551+437.2% |
| Participant deferral / active EE | $8,886 | $6,519+36.3% | $7,897+12.5% | $4,139+114.7% |
| Admin fee / account holder | $17,863 | $8,390+112.9% | $13,129+36.1% | $7,234+146.9% |