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 | $243,098 | $105,181+131.1% | $159,436+52.5% | $85,850+183.2% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 18.04% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $13,815 | $3,318+316.3% | $4,829+186.1% | $2,565+438.6% |
| Participant deferral / active EE | $3,794 | $5,945-36.2% | $7,352-48.4% | $3,952-4.0% |
| Admin fee / account holder | $16,743 | $6,933+141.5% | $10,799+55.0% | $6,260+167.5% |