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 4-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 | $222,361 | $159,602+39.3% | $150,045+48.2% | $142,382+56.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $12,819 | $4,961+158.4% | $4,693+173.1% | $4,299+198.2% |
| Participant deferral / active EE | $16,772 | $8,310+101.8% | $7,997+109.7% | $6,507+157.8% |
| Admin fee / account holder | $30,922 | $14,846+108.3% | $13,435+130.2% | $12,624+145.0% |