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 | $167,403 | $94,031+78.0% | $115,768+44.6% | $82,448+103.0% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.4%+23.0pp | 68.1%+29.4pp |
| Annual return | 16.57% | 20.61%-4.0pp | 100.46%-83.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,947 | $2,323+69.9% | $2,940+34.3% | $2,551+54.7% |
| Participant deferral / active EE | $15,622 | $3,972+293.3% | $4,917+217.7% | $4,139+277.4% |
| Admin fee / account holder | $18,701 | $10,249+82.5% | $12,439+50.3% | $7,234+158.5% |