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 | $134,435 | $77,145+74.3% | $108,410+24.0% | $85,850+56.6% |
| Participation rate | 90.5% | 74.7%+15.8pp | 80.1%+10.3pp | 69.3%+21.2pp |
| Annual return | 15.13% | 44.54%-29.4pp | 905.27%-890.1pp | 318.53%-303.4pp |
| Employer contribution / active EE | $8,653 | $2,379+263.7% | $3,558+143.2% | $2,565+237.3% |
| Participant deferral / active EE | $16,129 | $5,566+189.8% | $6,563+145.8% | $3,952+308.2% |
| Admin fee / account holder | $12,437 | $5,172+140.5% | $7,295+70.5% | $6,260+98.7% |