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 | $232,491 | $88,672+162.2% | $105,223+121.0% | $82,448+182.0% |
| Participation rate | 82.4% | 67.9%+14.4pp | 75.0%+7.3pp | 68.1%+14.3pp |
| Annual return | 13.09% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,812 | $3,048+57.9% | $3,689+30.4% | $2,551+88.6% |
| Participant deferral / active EE | $11,785 | $4,036+192.0% | $5,072+132.4% | $4,139+184.7% |
| Admin fee / account holder | $43,026 | $7,146+502.1% | $8,859+385.7% | $7,234+494.7% |