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 | $177,095 | $105,181+68.4% | $159,436+11.1% | $85,850+106.3% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 14.31% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $6,191 | $3,318+86.6% | $4,829+28.2% | $2,565+141.3% |
| Participant deferral / active EE | $9,805 | $5,945+64.9% | $7,352+33.4% | $3,952+148.1% |
| Admin fee / account holder | $16,096 | $6,933+132.1% | $10,799+49.1% | $6,260+157.1% |