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 | $226,000 | $111,535+102.6% | $105,223+114.8% | $137,256+64.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.29% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,592 | $3,939-34.2% | $3,689-29.7% | $4,156-37.6% |
| Participant deferral / active EE | $7,387 | $5,500+34.3% | $5,072+45.6% | $6,407+15.3% |
| Admin fee / account holder | $28,148 | $9,721+189.5% | $8,859+217.7% | $12,270+129.4% |