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 | $248,380 | $95,416+160.3% | $185,823+33.7% | $85,850+189.3% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.0pp |
| Annual return | 13.89% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $9,253 | $3,314+179.2% | $5,167+79.1% | $2,565+260.7% |
| Participant deferral / active EE | $11,625 | $3,423+239.6% | $5,568+108.8% | $3,952+194.2% |
| Admin fee / account holder | $15,555 | $7,213+115.7% | $16,237-4.2% | $6,260+148.5% |