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 | $178,356 | $77,314+130.7% | $177,989+0.2% | $80,856+120.6% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.6%+27.4pp |
| Annual return | 13.87% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,431 | $2,292+93.3% | $3,949+12.2% | $2,755+60.9% |
| Participant deferral / active EE | $11,460 | $4,411+159.8% | $6,276+82.6% | $4,296+166.8% |
| Admin fee / account holder | $4,103 | $7,191-42.9% | $10,363-60.4% | $6,918-40.7% |