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 | $235,129 | $63,346+271.2% | $92,233+154.9% | $70,131+235.3% |
| Participation rate | 89.6% | 68.7%+20.9pp | 76.5%+13.1pp | 69.5%+20.1pp |
| Annual return | 14.07% | 530.12%-516.0pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $11,878 | $2,471+380.7% | $3,679+222.8% | $2,342+407.1% |
| Participant deferral / active EE | $7,195 | $2,854+152.1% | $3,897+84.6% | $3,332+115.9% |
| Admin fee / account holder | $25,774 | $3,840+571.2% | $5,194+396.3% | $4,645+454.8% |