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 | $240,105 | $98,750+143.1% | $149,696+60.4% | $79,858+200.7% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 15.28% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $7,606 | $3,216+136.5% | $4,644+63.8% | $2,471+207.8% |
| Participant deferral / active EE | $7,825 | $5,680+37.8% | $6,842+14.4% | $3,740+109.2% |
| Admin fee / account holder | $15,877 | $6,053+162.3% | $9,309+70.6% | $5,306+199.2% |