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 | $229,240 | $102,317+124.0% | $146,958+56.0% | $80,856+183.5% |
| Participation rate | 89.1% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 12.68% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,470 | $3,713+47.3% | $4,933+10.9% | $2,755+98.6% |
| Participant deferral / active EE | $11,316 | $6,644+70.3% | $8,070+40.2% | $4,296+163.4% |
| Admin fee / account holder | $25,133 | $7,941+216.5% | $12,998+93.4% | $6,918+263.3% |