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 | $148,707 | $105,181+41.4% | $159,436-6.7% | $85,850+73.2% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 14.94% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $4,151 | $3,318+25.1% | $4,829-14.0% | $2,565+61.8% |
| Participant deferral / active EE | $9,183 | $5,945+54.5% | $7,352+24.9% | $3,952+132.4% |
| Admin fee / account holder | $2,874 | $6,933-58.6% | $10,799-73.4% | $6,260-54.1% |