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 | $245,766 | $78,422+213.4% | $95,952+156.1% | $79,858+207.8% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 21.64% | 19.37%+2.3pp | 91.61%-70.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $4,408 | $1,945+126.6% | $2,541+73.5% | $2,471+78.4% |
| Participant deferral / active EE | $8,324 | $3,440+142.0% | $4,167+99.8% | $3,740+122.6% |
| Admin fee / account holder | $3,071 | $5,622-45.4% | $6,795-54.8% | $5,306-42.1% |