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 | $233,288 | $95,416+144.5% | $185,823+25.5% | $85,850+171.7% |
| Participation rate | 79.4% | 68.8%+10.6pp | 81.7%-2.3pp | 69.3%+10.1pp |
| Annual return | 15.06% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $6,727 | $3,314+103.0% | $5,167+30.2% | $2,565+162.2% |
| Participant deferral / active EE | $5,725 | $3,423+67.2% | $5,568+2.8% | $3,952+44.9% |
| Admin fee / account holder | $6,480 | $7,213-10.2% | $16,237-60.1% | $6,260+3.5% |