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 | $215,499 | $88,672+143.0% | $105,223+104.8% | $82,448+161.4% |
| Participation rate | 93.2% | 67.9%+25.3pp | 75.0%+18.2pp | 68.1%+25.2pp |
| Annual return | 14.04% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $14,237 | $3,048+367.1% | $3,689+286.0% | $2,551+458.1% |
| Participant deferral / active EE | $8,362 | $4,036+107.2% | $5,072+64.9% | $4,139+102.0% |
| Admin fee / account holder | $22,018 | $7,146+208.1% | $8,859+148.5% | $7,234+204.4% |