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 | $245,742 | $98,750+148.9% | $149,696+64.2% | $79,858+207.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 12.96% | 27.43%-14.5pp | 276.60%-263.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,505 | $3,216+40.1% | $4,644-3.0% | $2,471+82.3% |
| Participant deferral / active EE | $9,462 | $5,680+66.6% | $6,842+38.3% | $3,740+153.0% |
| Admin fee / account holder | $6,562 | $6,053+8.4% | $9,309-29.5% | $5,306+23.7% |