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 | $167,283 | $137,414+21.7% | $189,513-11.7% | $85,850+94.9% |
| Participation rate | 93.2% | 84.6%+8.6pp | 87.8%+5.4pp | 69.3%+23.9pp |
| Annual return | 21.65% | 38.14%-16.5pp | 555.15%-533.5pp | 318.53%-296.9pp |
| Employer contribution / active EE | $5,021 | $4,344+15.6% | $6,162-18.5% | $2,565+95.7% |
| Participant deferral / active EE | $10,240 | $6,260+63.6% | $8,221+24.6% | $3,952+159.1% |
| Admin fee / account holder | $1,477 | $8,630-82.9% | $12,045-87.7% | $6,260-76.4% |