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 | $233,174 | $56,114+315.5% | $96,139+142.5% | $85,850+171.6% |
| Participation rate | 80.3% | 56.7%+23.6pp | 68.4%+11.9pp | 69.3%+11.0pp |
| Annual return | 13.55% | 42.30%-28.8pp | 191.94%-178.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,754 | $1,620+70.0% | $2,797-1.5% | $2,565+7.4% |
| Participant deferral / active EE | $8,994 | $2,859+214.5% | $4,349+106.8% | $3,952+127.6% |
| Admin fee / account holder | $10,929 | $3,768+190.0% | $5,537+97.4% | $6,260+74.6% |