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 | $227,154 | $95,416+138.1% | $185,823+22.2% | $85,850+164.6% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+14.0pp | 69.3%+26.3pp |
| Annual return | 16.48% | 23.59%-7.1pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $6,313 | $3,314+90.5% | $5,167+22.2% | $2,565+146.1% |
| Participant deferral / active EE | $6,583 | $3,423+92.3% | $5,568+18.2% | $3,952+66.6% |
| Admin fee / account holder | $33,762 | $7,213+368.1% | $16,237+107.9% | $6,260+439.3% |