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 | $160,974 | $85,202+88.9% | $172,739-6.8% | $72,985+120.6% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 20.78% | 27.32%-6.5pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $7,062 | $3,324+112.4% | $5,143+37.3% | $2,440+189.4% |
| Participant deferral / active EE | $5,548 | $3,260+70.2% | $5,198+6.7% | $3,607+53.8% |
| Admin fee / account holder | $2,050 | $5,884-65.2% | $13,954-85.3% | $5,124-60.0% |