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 | $208,160 | $78,422+165.4% | $95,952+116.9% | $79,858+160.7% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 16.63% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $4,499 | $1,945+131.3% | $2,541+77.1% | $2,471+82.1% |
| Participant deferral / active EE | $7,852 | $3,440+128.3% | $4,167+88.4% | $3,740+109.9% |
| Admin fee / account holder | $31,790 | $5,622+465.4% | $6,795+367.8% | $5,306+499.1% |