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 | $220,247 | $115,708+90.3% | $65,255+237.5% | $139,434+58.0% |
| Participation rate | 85.7% | 67.8%+17.9pp | 65.0%+20.8pp | 80.3%+5.4pp |
| Annual return | 14.40% | 31.19%-16.8pp | 47.35%-33.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,359 | $2,599+29.2% | $1,691+98.6% | $4,751-29.3% |
| Participant deferral / active EE | $8,306 | $4,240+95.9% | $2,831+193.4% | $6,710+23.8% |
| Admin fee / account holder | $137,873 | $6,698+1958.3% | $4,112+3253.1% | $11,403+1109.1% |