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 | $218,978 | $95,416+129.5% | $185,823+17.8% | $85,850+155.1% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.0pp |
| Annual return | 14.22% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,875 | $3,314+107.5% | $5,167+33.0% | $2,565+168.0% |
| Participant deferral / active EE | $7,038 | $3,423+105.6% | $5,568+26.4% | $3,952+78.1% |
| Admin fee / account holder | $14,978 | $7,213+107.7% | $16,237-7.8% | $6,260+139.3% |