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 | $169,916 | $89,355+90.2% | $141,162+20.4% | $72,985+132.8% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 26.27% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $7,991 | $3,114+156.6% | $4,735+68.8% | $2,440+227.5% |
| Participant deferral / active EE | $9,520 | $5,418+75.7% | $6,709+41.9% | $3,607+163.9% |
| Admin fee / account holder | $7,484 | $5,958+25.6% | $10,261-27.1% | $5,124+46.1% |