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 | $177,484 | $93,373+90.1% | $152,466+16.4% | $85,850+106.7% |
| Participation rate | 98.2% | 70.1%+28.1pp | 78.2%+20.0pp | 69.3%+28.9pp |
| Annual return | 13.04% | 21.84%-8.8pp | 757.33%-744.3pp | 318.53%-305.5pp |
| Employer contribution / active EE | $8,178 | $2,996+173.0% | $4,327+89.0% | $2,565+218.8% |
| Participant deferral / active EE | $11,237 | $4,550+146.9% | $5,820+93.1% | $3,952+184.4% |
| Admin fee / account holder | $601 | $13,853-95.7% | $15,805-96.2% | $6,260-90.4% |