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 | $173,340 | $105,181+64.8% | $159,436+8.7% | $85,850+101.9% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 13.94% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $6,039 | $3,318+82.0% | $4,829+25.1% | $2,565+135.4% |
| Participant deferral / active EE | $8,817 | $5,945+48.3% | $7,352+19.9% | $3,952+123.1% |
| Admin fee / account holder | $5,993 | $6,933-13.6% | $10,799-44.5% | $6,260-4.3% |