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 | $248,700 | $57,281+334.2% | $86,612+187.1% | $75,163+230.9% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 17.13% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $13,086 | $2,314+465.4% | $3,022+333.0% | $2,670+390.1% |
| Participant deferral / active EE | $12,595 | $3,318+279.6% | $4,438+183.8% | $4,125+205.3% |
| Admin fee / account holder | $24,277 | $4,112+490.4% | $5,614+332.4% | $5,651+329.6% |