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 | $224,046 | $159,602+40.4% | $150,045+49.3% | $142,382+57.4% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 26.03% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $5,327 | $4,961+7.4% | $4,693+13.5% | $4,299+23.9% |
| Participant deferral / active EE | $9,068 | $8,310+9.1% | $7,997+13.4% | $6,507+39.4% |
| Admin fee / account holder | $19,535 | $14,846+31.6% | $13,435+45.4% | $12,624+54.7% |