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 | $225,665 | $93,373+141.7% | $152,466+48.0% | $85,850+162.9% |
| Participation rate | 98.6% | 70.1%+28.5pp | 78.2%+20.4pp | 69.3%+29.2pp |
| Annual return | 15.53% | 21.84%-6.3pp | 757.33%-741.8pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,464 | $2,996+82.4% | $4,327+26.3% | $2,565+113.0% |
| Participant deferral / active EE | $8,654 | $4,550+90.2% | $5,820+48.7% | $3,952+119.0% |
| Admin fee / account holder | $20,103 | $13,853+45.1% | $15,805+27.2% | $6,260+221.1% |