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 | $166,427 | $105,181+58.2% | $159,436+4.4% | $85,850+93.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 18.40% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $8,604 | $3,318+159.3% | $4,829+78.2% | $2,565+235.4% |
| Participant deferral / active EE | $8,954 | $5,945+50.6% | $7,352+21.8% | $3,952+126.6% |
| Admin fee / account holder | $4,506 | $6,933-35.0% | $10,799-58.3% | $6,260-28.0% |