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 | $238,099 | $133,040+79.0% | $119,258+99.7% | $79,386+199.9% |
| Participation rate | 95.1% | 80.9%+14.3pp | 82.7%+12.4pp | 70.7%+24.4pp |
| Annual return | 13.87% | 20.05%-6.2pp | 30.69%-16.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $8,024 | $4,390+82.8% | $4,384+83.0% | $2,427+230.6% |
| Participant deferral / active EE | $9,181 | $6,448+42.4% | $6,111+50.2% | $4,046+126.9% |
| Admin fee / account holder | $4,214 | $686+513.9% | $7,226-41.7% | $626+572.7% |