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 | $248,798 | $165,984+49.9% | $164,813+51.0% | $145,922+70.5% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 20.91% | 100.03%-79.1pp | 69.93%-49.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $11,014 | $5,273+108.9% | $4,341+153.7% | $4,660+136.4% |
| Participant deferral / active EE | $8,949 | $6,959+28.6% | $6,031+48.4% | $6,688+33.8% |
| Admin fee / account holder | $15,210 | $16,648-8.6% | $12,690+19.9% | $13,397+13.5% |