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 | $220,485 | $77,314+185.2% | $177,989+23.9% | $80,856+172.7% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.0pp | 67.6%+29.4pp |
| Annual return | 14.88% | 18.09%-3.2pp | 294.48%-279.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,824 | $2,292+241.4% | $3,949+98.1% | $2,755+184.0% |
| Participant deferral / active EE | $12,830 | $4,411+190.9% | $6,276+104.4% | $4,296+198.7% |
| Admin fee / account holder | $24,186 | $7,191+236.3% | $10,363+133.4% | $6,918+249.6% |