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 | $168,718 | $78,422+115.1% | $95,952+75.8% | $79,858+111.3% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 14.10% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,684 | $1,945+38.0% | $2,541+5.6% | $2,471+8.6% |
| Participant deferral / active EE | $9,853 | $3,440+186.4% | $4,167+136.5% | $3,740+163.4% |
| Admin fee / account holder | $14,000 | $5,622+149.0% | $6,795+106.0% | $5,306+163.8% |