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 | $159,917 | $105,181+52.0% | $159,436+0.3% | $85,850+86.3% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 13.10% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $8,207 | $3,318+147.3% | $4,829+69.9% | $2,565+220.0% |
| Participant deferral / active EE | $14,638 | $5,945+146.2% | $7,352+99.1% | $3,952+270.4% |
| Admin fee / account holder | $8,588 | $6,933+23.9% | $10,799-20.5% | $6,260+37.2% |