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 | $173,813 | $101,724+70.9% | $164,813+5.5% | $80,856+115.0% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 15.57% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,646 | $2,953+57.3% | $4,341+7.0% | $2,755+68.6% |
| Participant deferral / active EE | $13,172 | $4,477+194.2% | $6,031+118.4% | $4,296+206.6% |
| Admin fee / account holder | $61,247 | $8,227+644.4% | $12,690+382.6% | $6,918+785.3% |