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 | $206,048 | $105,181+95.9% | $159,436+29.2% | $85,850+140.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.1pp | 69.3%+14.6pp |
| Annual return | 15.85% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,633 | $3,318+39.6% | $4,829-4.1% | $2,565+80.6% |
| Participant deferral / active EE | $9,823 | $5,945+65.2% | $7,352+33.6% | $3,952+148.6% |
| Admin fee / account holder | $17,621 | $6,933+154.1% | $10,799+63.2% | $6,260+181.5% |