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 | $202,239 | $64,839+211.9% | $95,585+111.6% | $84,808+138.5% |
| Participation rate | 97.4% | 63.8%+33.6pp | 72.1%+25.3pp | 68.3%+29.1pp |
| Annual return | 17.08% | -670.96%+688.0pp | 38.56%-21.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,093 | $1,759+189.6% | $2,527+101.6% | $2,631+93.6% |
| Participant deferral / active EE | $7,143 | $2,965+140.9% | $4,023+77.6% | $4,212+69.6% |
| Admin fee / account holder | $28,586 | $5,964+379.3% | $6,127+366.5% | $7,344+289.2% |