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 | $225,329 | $95,416+136.2% | $185,823+21.3% | $85,850+162.5% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 19.63% | 23.59%-4.0pp | 122.05%-102.4pp | 318.53%-298.9pp |
| Employer contribution / active EE | $7,143 | $3,314+115.6% | $5,167+38.2% | $2,565+178.5% |
| Participant deferral / active EE | $4,885 | $3,423+42.7% | $5,568-12.3% | $3,952+23.6% |
| Admin fee / account holder | $330 | $7,213-95.4% | $16,237-98.0% | $6,260-94.7% |