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 | $143,279 | $109,881+30.4% | $150,045-4.5% | $84,808+68.9% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 14.35% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,039 | $3,561+97.7% | $4,693+50.0% | $2,631+167.6% |
| Participant deferral / active EE | $9,380 | $6,636+41.4% | $7,997+17.3% | $4,212+122.7% |
| Admin fee / account holder | $16,333 | $8,568+90.6% | $13,435+21.6% | $7,344+122.4% |