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 | $162,833 | $105,181+54.8% | $159,436+2.1% | $85,850+89.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 13.45% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,320 | $3,318+30.2% | $4,829-10.5% | $2,565+68.4% |
| Participant deferral / active EE | $9,081 | $5,945+52.7% | $7,352+23.5% | $3,952+129.8% |
| Admin fee / account holder | $10,343 | $6,933+49.2% | $10,799-4.2% | $6,260+65.2% |