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 4-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 | $249,482 | $100,041+149.4% | $149,718+66.6% | $70,131+255.7% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.1pp | 69.5%+26.6pp |
| Annual return | 14.03% | 27.43%-13.4pp | 1501.63%-1487.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $23,973 | $3,662+554.7% | $5,445+340.3% | $2,342+923.4% |
| Participant deferral / active EE | $14,357 | $4,983+188.1% | $6,569+118.6% | $3,332+330.9% |
| Admin fee / account holder | $9,164 | $8,286+10.6% | $11,283-18.8% | $4,645+97.3% |