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 | $230,847 | $105,181+119.5% | $159,436+44.8% | $85,850+168.9% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 12.63% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $7,920 | $3,318+138.7% | $4,829+64.0% | $2,565+208.8% |
| Participant deferral / active EE | $5,978 | $5,945+0.6% | $7,352-18.7% | $3,952+51.3% |
| Admin fee / account holder | $3,977 | $6,933-42.6% | $10,799-63.2% | $6,260-36.5% |