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 5-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 | $229,184 | $86,929+163.6% | $102,423+123.8% | $80,856+183.4% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | 26.53% | 18.88%+7.6pp | 29.32%-2.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $11,138 | $2,369+370.1% | $3,023+268.4% | $2,755+304.3% |
| Participant deferral / active EE | $15,176 | $4,118+268.5% | $5,053+200.3% | $4,296+253.3% |
| Admin fee / account holder | $10,156 | $8,049+26.2% | $9,451+7.5% | $6,918+46.8% |