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 | $209,847 | $88,672+136.7% | $105,223+99.4% | $82,448+154.5% |
| Participation rate | 96.9% | 67.9%+29.0pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 18.67% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,239 | $3,048+39.1% | $3,689+14.9% | $2,551+66.2% |
| Participant deferral / active EE | $12,378 | $4,036+206.7% | $5,072+144.1% | $4,139+199.0% |
| Admin fee / account holder | $25,536 | $7,146+257.4% | $8,859+188.3% | $7,234+253.0% |