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 | $238,465 | $85,202+179.9% | $172,739+38.0% | $72,985+226.7% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 24.68% | 27.32%-2.6pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $9,377 | $3,324+182.1% | $5,143+82.3% | $2,440+284.3% |
| Participant deferral / active EE | $6,659 | $3,260+104.2% | $5,198+28.1% | $3,607+84.6% |
| Admin fee / account holder | $468 | $5,884-92.0% | $13,954-96.6% | $5,124-90.9% |