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 | $230,269 | $88,672+159.7% | $105,223+118.8% | $82,448+179.3% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 16.95% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $10,721 | $3,048+251.8% | $3,689+190.7% | $2,551+320.3% |
| Participant deferral / active EE | $5,160 | $4,036+27.8% | $5,072+1.7% | $4,139+24.6% |
| Admin fee / account holder | $10,236 | $7,146+43.2% | $8,859+15.5% | $7,234+41.5% |