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 | $208,764 | $137,414+51.9% | $189,513+10.2% | $85,850+143.2% |
| Participation rate | 83.6% | 84.6%-1.0pp | 87.8%-4.2pp | 69.3%+14.3pp |
| Annual return | 19.90% | 38.14%-18.2pp | 555.15%-535.2pp | 318.53%-298.6pp |
| Employer contribution / active EE | $7,241 | $4,344+66.7% | $6,162+17.5% | $2,565+182.3% |
| Participant deferral / active EE | $15,548 | $6,260+148.4% | $8,221+89.1% | $3,952+293.4% |
| Admin fee / account holder | $11,270 | $8,630+30.6% | $12,045-6.4% | $6,260+80.0% |