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 | $220,969 | $138,385+59.7% | $184,200+20.0% | $80,874+173.2% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 12.33% | 20.02%-7.7pp | 28.80%-16.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $7,323 | $4,849+51.0% | $6,424+14.0% | $2,756+165.8% |
| Participant deferral / active EE | $8,714 | $7,073+23.2% | $9,132-4.6% | $4,297+102.8% |
| Admin fee / account holder | $26,921 | $10,483+156.8% | $13,907+93.6% | $6,935+288.2% |