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 | $230,741 | $89,355+158.2% | $141,162+63.5% | $72,985+216.2% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 21.00% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,649 | $3,114-14.9% | $4,735-44.0% | $2,440+8.6% |
| Participant deferral / active EE | $9,464 | $5,418+74.7% | $6,709+41.1% | $3,607+162.3% |
| Admin fee / account holder | $35,569 | $5,958+497.0% | $10,261+246.6% | $5,124+594.1% |