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 | $206,248 | $105,181+96.1% | $159,436+29.4% | $85,850+140.2% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 13.24% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,679 | $3,318-49.4% | $4,829-65.2% | $2,565-34.5% |
| Participant deferral / active EE | $6,813 | $5,945+14.6% | $7,352-7.3% | $3,952+72.4% |
| Admin fee / account holder | $6,415 | $6,933-7.5% | $10,799-40.6% | $6,260+2.5% |