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 | $175,174 | $52,353+234.6% | $120,225+45.7% | $82,448+112.5% |
| Participation rate | 96.6% | 58.3%+38.2pp | 69.6%+27.0pp | 68.1%+28.5pp |
| Annual return | 16.92% | 61.85%-44.9pp | 439.23%-422.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $11,075 | $1,510+633.4% | $3,475+218.7% | $2,551+334.2% |
| Participant deferral / active EE | $8,439 | $2,627+221.3% | $3,999+111.0% | $4,139+103.9% |
| Admin fee / account holder | $700 | $4,363-83.9% | $5,696-87.7% | $7,234-90.3% |