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 | $245,851 | $105,181+133.7% | $159,436+54.2% | $85,850+186.4% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.8%+5.9pp | 69.3%+19.4pp |
| Annual return | 14.14% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $6,147 | $3,318+85.2% | $4,829+27.3% | $2,565+139.6% |
| Participant deferral / active EE | $11,096 | $5,945+86.7% | $7,352+50.9% | $3,952+180.8% |
| Admin fee / account holder | $30,535 | $6,933+340.4% | $10,799+182.8% | $6,260+387.8% |