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 | $199,361 | $105,181+89.5% | $159,436+25.0% | $85,850+132.2% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.8%+15.6pp | 69.3%+29.1pp |
| Annual return | 15.11% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $9,542 | $3,318+187.6% | $4,829+97.6% | $2,565+272.0% |
| Participant deferral / active EE | $6,007 | $5,945+1.1% | $7,352-18.3% | $3,952+52.0% |
| Admin fee / account holder | $11,541 | $6,933+66.5% | $10,799+6.9% | $6,260+84.4% |