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 | $194,913 | $85,202+128.8% | $172,739+12.8% | $72,985+167.1% |
| Participation rate | 70.5% | 70.1%+0.4pp | 82.6%-12.2pp | 69.5%+1.0pp |
| Annual return | 23.17% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,684 | $3,324+40.9% | $5,143-8.9% | $2,440+92.0% |
| Participant deferral / active EE | $6,111 | $3,260+87.4% | $5,198+17.6% | $3,607+69.4% |
| Admin fee / account holder | $1,116 | $5,884-81.0% | $13,954-92.0% | $5,124-78.2% |