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 | $210,567 | $85,202+147.1% | $172,739+21.9% | $72,985+188.5% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 23.55% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $6,532 | $3,324+96.5% | $5,143+27.0% | $2,440+167.7% |
| Participant deferral / active EE | $6,716 | $3,260+106.0% | $5,198+29.2% | $3,607+86.2% |
| Admin fee / account holder | $11,816 | $5,884+100.8% | $13,954-15.3% | $5,124+130.6% |