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 | $176,108 | $85,202+106.7% | $172,739+2.0% | $72,985+141.3% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 25.12% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $10,217 | $3,324+207.3% | $5,143+98.7% | $2,440+318.8% |
| Participant deferral / active EE | $5,573 | $3,260+71.0% | $5,198+7.2% | $3,607+54.5% |
| Admin fee / account holder | $8,089 | $5,884+37.5% | $13,954-42.0% | $5,124+57.9% |