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 | $247,607 | $100,041+147.5% | $149,718+65.4% | $70,131+253.1% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 16.98% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $8,694 | $3,662+137.4% | $5,445+59.7% | $2,342+271.2% |
| Participant deferral / active EE | $6,775 | $4,983+36.0% | $6,569+3.1% | $3,332+103.3% |
| Admin fee / account holder | $17,069 | $8,286+106.0% | $11,283+51.3% | $4,645+267.4% |