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 | $120,370 | $105,181+14.4% | $159,436-24.5% | $85,850+40.2% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.8%-3.3pp | 69.3%+10.2pp |
| Annual return | 26.27% | 45.07%-18.8pp | 263.57%-237.3pp | 318.53%-292.3pp |
| Employer contribution / active EE | $5,492 | $3,318+65.5% | $4,829+13.7% | $2,565+114.1% |
| Participant deferral / active EE | $12,414 | $5,945+108.8% | $7,352+68.8% | $3,952+214.1% |
| Admin fee / account holder | $20,154 | $6,933+190.7% | $10,799+86.6% | $6,260+222.0% |