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 | $227,877 | $88,672+157.0% | $105,223+116.6% | $82,448+176.4% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 14.49% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $8,523 | $3,048+179.6% | $3,689+131.1% | $2,551+234.1% |
| Participant deferral / active EE | $4,517 | $4,036+11.9% | $5,072-10.9% | $4,139+9.1% |
| Admin fee / account holder | $31,444 | $7,146+340.0% | $8,859+254.9% | $7,234+334.6% |