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 | $245,395 | $105,181+133.3% | $159,436+53.9% | $85,850+185.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 14.86% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $10,688 | $3,318+222.1% | $4,829+121.3% | $2,565+316.7% |
| Participant deferral / active EE | $10,790 | $5,945+81.5% | $7,352+46.8% | $3,952+173.0% |
| Admin fee / account holder | $31,990 | $6,933+361.4% | $10,799+196.2% | $6,260+411.0% |