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 | $178,014 | $93,571+90.2% | $135,903+31.0% | $75,163+136.8% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 19.72% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $8,946 | $3,537+153.0% | $4,856+84.2% | $2,670+235.1% |
| Participant deferral / active EE | $10,025 | $6,404+56.5% | $7,758+29.2% | $4,125+143.0% |
| Admin fee / account holder | $25,729 | $6,975+268.8% | $10,762+139.1% | $5,651+355.3% |