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 | $141,800 | $70,428+101.3% | $96,562+46.8% | $85,850+65.2% |
| Participation rate | 98.3% | 61.8%+36.5pp | 69.8%+28.5pp | 69.3%+29.0pp |
| Annual return | 17.25% | 18.59%-1.3pp | 37.78%-20.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $6,633 | $1,413+369.5% | $2,356+181.5% | $2,565+158.6% |
| Participant deferral / active EE | $3,605 | $2,894+24.6% | $3,849-6.3% | $3,952-8.8% |
| Admin fee / account holder | $9,113 | $4,997+82.4% | $6,181+47.4% | $6,260+45.6% |