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 | $157,944 | $56,053+181.8% | $75,972+107.9% | $80,856+95.3% |
| Participation rate | 78.8% | 62.0%+16.8pp | 69.1%+9.7pp | 67.6%+11.1pp |
| Annual return | 12.97% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $13,206 | $1,874+604.6% | $2,685+391.9% | $2,755+379.4% |
| Participant deferral / active EE | $10,874 | $3,052+256.3% | $4,255+155.5% | $4,296+153.1% |
| Admin fee / account holder | $9,138 | $5,234+74.6% | $6,467+41.3% | $6,918+32.1% |