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 | $129,574 | $81,208+59.6% | $98,907+31.0% | $79,858+62.3% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.3pp |
| Annual return | 14.64% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,161 | $1,960+112.3% | $2,689+54.8% | $2,471+68.4% |
| Participant deferral / active EE | $8,977 | $3,265+175.0% | $4,244+111.5% | $3,740+140.0% |
| Admin fee / account holder | $21,407 | $6,013+256.0% | $6,642+222.3% | $5,306+303.4% |