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 | $218,675 | $85,202+156.7% | $172,739+26.6% | $72,985+199.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.70% | 27.32%-0.6pp | 802.84%-776.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $7,772 | $3,324+133.8% | $5,143+51.1% | $2,440+218.5% |
| Participant deferral / active EE | $6,329 | $3,260+94.1% | $5,198+21.8% | $3,607+75.4% |
| Admin fee / account holder | $1,847 | $5,884-68.6% | $13,954-86.8% | $5,124-63.9% |