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 9-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 | $203,091 | $105,181+93.1% | $159,436+27.4% | $85,850+136.6% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 14.78% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $5,334 | $3,318+60.8% | $4,829+10.5% | $2,565+108.0% |
| Participant deferral / active EE | $9,069 | $5,945+52.6% | $7,352+23.4% | $3,952+129.5% |
| Admin fee / account holder | $20,693 | $6,933+198.5% | $10,799+91.6% | $6,260+230.6% |