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 | $245,224 | $95,416+157.0% | $185,823+32.0% | $85,850+185.6% |
| Participation rate | 98.2% | 68.8%+29.5pp | 81.7%+16.5pp | 69.3%+28.9pp |
| Annual return | 12.76% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $9,876 | $3,314+198.0% | $5,167+91.1% | $2,565+285.0% |
| Participant deferral / active EE | $10,109 | $3,423+195.3% | $5,568+81.6% | $3,952+155.8% |
| Admin fee / account holder | $40,207 | $7,213+457.4% | $16,237+147.6% | $6,260+542.3% |