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 | $172,507 | $89,355+93.1% | $141,162+22.2% | $72,985+136.4% |
| Participation rate | 93.4% | 75.1%+18.3pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 28.46% | 111.85%-83.4pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $10,811 | $3,114+247.1% | $4,735+128.3% | $2,440+343.1% |
| Participant deferral / active EE | $10,729 | $5,418+98.0% | $6,709+59.9% | $3,607+197.4% |
| Admin fee / account holder | $3,293 | $5,958-44.7% | $10,261-67.9% | $5,124-35.7% |