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 | $187,198 | $85,202+119.7% | $172,739+8.4% | $72,985+156.5% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 23.22% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,459 | $3,324-56.1% | $5,143-71.6% | $2,440-40.2% |
| Participant deferral / active EE | $5,015 | $3,260+53.8% | $5,198-3.5% | $3,607+39.0% |
| Admin fee / account holder | $4,947 | $5,884-15.9% | $13,954-64.5% | $5,124-3.5% |