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 | $176,224 | $98,750+78.5% | $149,696+17.7% | $79,858+120.7% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.5%+3.5pp | 69.6%+16.3pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $8,003 | $3,216+148.8% | $4,644+72.3% | $2,471+223.9% |
| Participant deferral / active EE | $6,582 | $5,680+15.9% | $6,842-3.8% | $3,740+76.0% |
| Admin fee / account holder | $5,660 | $6,053-6.5% | $9,309-39.2% | $5,306+6.7% |