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 | $211,305 | $89,753+135.4% | $107,525+96.5% | $84,808+149.2% |
| Participation rate | 97.4% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.1pp |
| Annual return | 13.85% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $14,564 | $3,113+367.8% | $3,754+288.0% | $2,631+453.6% |
| Participant deferral / active EE | $8,402 | $4,056+107.1% | $5,116+64.2% | $4,212+99.5% |
| Admin fee / account holder | $18,635 | $7,222+158.0% | $8,919+108.9% | $7,344+153.8% |