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 | $186,981 | $105,181+77.8% | $159,436+17.3% | $85,850+117.8% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 18.04% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,081 | $3,318-37.3% | $4,829-56.9% | $2,565-18.9% |
| Participant deferral / active EE | $5,361 | $5,945-9.8% | $7,352-27.1% | $3,952+35.7% |
| Admin fee / account holder | $14,436 | $6,933+108.2% | $10,799+33.7% | $6,260+130.6% |