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 | $238,876 | $105,181+127.1% | $159,436+49.8% | $85,850+178.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 14.06% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,612 | $3,318+39.0% | $4,829-4.5% | $2,565+79.8% |
| Participant deferral / active EE | $9,012 | $5,945+51.6% | $7,352+22.6% | $3,952+128.1% |
| Admin fee / account holder | $13,711 | $6,933+97.8% | $10,799+27.0% | $6,260+119.0% |