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 | $228,271 | $99,985+128.3% | $146,665+55.6% | $85,850+165.9% |
| Participation rate | 93.9% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.6pp |
| Annual return | 19.30% | 18.93%+0.4pp | 22.74%-3.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $5,870 | $2,559+129.4% | $4,136+41.9% | $2,565+128.8% |
| Participant deferral / active EE | $12,221 | $4,006+205.1% | $5,506+122.0% | $3,952+209.3% |
| Admin fee / account holder | $21,933 | $7,702+184.8% | $10,280+113.4% | $6,260+250.4% |