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 | $180,287 | $95,416+88.9% | $185,823-3.0% | $85,850+110.0% |
| Participation rate | 98.2% | 68.8%+29.5pp | 81.7%+16.5pp | 69.3%+28.9pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $7,639 | $3,314+130.5% | $5,167+47.8% | $2,565+197.8% |
| Participant deferral / active EE | $5,699 | $3,423+66.5% | $5,568+2.4% | $3,952+44.2% |
| Admin fee / account holder | $8,693 | $7,213+20.5% | $16,237-46.5% | $6,260+38.9% |