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 | $190,204 | $108,919+74.6% | $100,391+89.5% | $145,922+30.3% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.35% | 57.88%-45.5pp | 49.20%-36.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,306 | $4,419+87.9% | $3,942+110.7% | $4,660+78.2% |
| Participant deferral / active EE | $18,432 | $8,445+118.3% | $8,082+128.1% | $6,688+175.6% |
| Admin fee / account holder | $50,698 | $9,689+423.3% | $7,899+541.8% | $13,397+278.4% |