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 | $199,291 | $88,672+124.7% | $105,223+89.4% | $82,448+141.7% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.6pp | 68.1%+26.6pp |
| Annual return | 14.28% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $6,602 | $3,048+116.6% | $3,689+79.0% | $2,551+158.8% |
| Participant deferral / active EE | $9,844 | $4,036+143.9% | $5,072+94.1% | $4,139+137.8% |
| Admin fee / account holder | $12,760 | $7,146+78.6% | $8,859+44.0% | $7,234+76.4% |