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 | $239,596 | $99,985+139.6% | $146,665+63.4% | $85,850+179.1% |
| Participation rate | 87.7% | 73.1%+14.6pp | 80.1%+7.6pp | 69.3%+18.4pp |
| Annual return | 14.57% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $10,339 | $2,559+304.1% | $4,136+150.0% | $2,565+303.1% |
| Participant deferral / active EE | $7,121 | $4,006+77.8% | $5,506+29.3% | $3,952+80.2% |
| Admin fee / account holder | $16,172 | $7,702+110.0% | $10,280+57.3% | $6,260+158.4% |