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 | $167,284 | $77,899+114.7% | $149,673+11.8% | $75,163+122.6% |
| Participation rate | 94.9% | 65.6%+29.3pp | 78.8%+16.1pp | 67.2%+27.7pp |
| Annual return | 21.78% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,557 | $3,137+45.3% | $4,818-5.4% | $2,670+70.7% |
| Participant deferral / active EE | $13,312 | $3,411+290.3% | $5,680+134.4% | $4,125+222.7% |
| Admin fee / account holder | $894 | $5,956-85.0% | $13,210-93.2% | $5,651-84.2% |