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 | $221,211 | $95,416+131.8% | $185,823+19.0% | $85,850+157.7% |
| Participation rate | 79.6% | 68.8%+10.8pp | 81.7%-2.1pp | 69.3%+10.3pp |
| Annual return | 15.68% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $9,211 | $3,314+178.0% | $5,167+78.3% | $2,565+259.1% |
| Participant deferral / active EE | $1,985 | $3,423-42.0% | $5,568-64.3% | $3,952-49.8% |
| Admin fee / account holder | $10,037 | $7,213+39.2% | $16,237-38.2% | $6,260+60.3% |