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 | $187,082 | $77,145+142.5% | $108,410+72.6% | $85,850+117.9% |
| Participation rate | 83.3% | 74.7%+8.7pp | 80.1%+3.2pp | 69.3%+14.0pp |
| Annual return | 21.39% | 44.54%-23.2pp | 905.27%-883.9pp | 318.53%-297.1pp |
| Employer contribution / active EE | $2,871 | $2,379+20.7% | $3,558-19.3% | $2,565+11.9% |
| Participant deferral / active EE | $8,551 | $5,566+53.6% | $6,563+30.3% | $3,952+116.4% |
| Admin fee / account holder | $11,051 | $5,172+113.7% | $7,295+51.5% | $6,260+76.5% |