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 | $113,073 | $98,750+14.5% | $149,696-24.5% | $79,858+41.6% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+24.0pp |
| Annual return | 19.87% | 27.43%-7.6pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $14,299 | $3,216+344.6% | $4,644+207.9% | $2,471+478.7% |
| Participant deferral / active EE | $10,022 | $5,680+76.4% | $6,842+46.5% | $3,740+168.0% |
| Admin fee / account holder | $9,742 | $6,053+61.0% | $9,309+4.7% | $5,306+83.6% |