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 | $227,526 | $137,414+65.6% | $189,513+20.1% | $85,850+165.0% |
| Participation rate | 86.0% | 84.6%+1.4pp | 87.8%-1.8pp | 69.3%+16.7pp |
| Annual return | 12.89% | 38.14%-25.2pp | 555.15%-542.3pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,118 | $4,344+40.8% | $6,162-0.7% | $2,565+138.5% |
| Participant deferral / active EE | $7,660 | $6,260+22.4% | $8,221-6.8% | $3,952+93.8% |
| Admin fee / account holder | $7,400 | $8,630-14.2% | $12,045-38.6% | $6,260+18.2% |