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 | $201,968 | $105,998+90.5% | $92,233+119.0% | $147,584+36.8% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 16.09% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,555 | $4,333-41.0% | $3,679-30.6% | $4,876-47.6% |
| Participant deferral / active EE | $5,765 | $4,478+28.7% | $3,897+48.0% | $5,439+6.0% |
| Admin fee / account holder | $3,827 | $6,332-39.6% | $5,194-26.3% | $10,885-64.8% |