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 | $247,229 | $89,753+175.5% | $107,525+129.9% | $84,808+191.5% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 15.32% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,847 | $3,113+87.8% | $3,754+55.8% | $2,631+122.2% |
| Participant deferral / active EE | $7,573 | $4,056+86.7% | $5,116+48.0% | $4,212+79.8% |
| Admin fee / account holder | $7,703 | $7,222+6.7% | $8,919-13.6% | $7,344+4.9% |