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 | $107,213 | $77,145+39.0% | $108,410-1.1% | $85,850+24.9% |
| Participation rate | 95.2% | 74.7%+20.6pp | 80.1%+15.1pp | 69.3%+25.9pp |
| Annual return | 17.29% | 44.54%-27.3pp | 905.27%-888.0pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,958 | $2,379+24.3% | $3,558-16.9% | $2,565+15.3% |
| Participant deferral / active EE | $6,864 | $5,566+23.3% | $6,563+4.6% | $3,952+73.7% |
| Admin fee / account holder | $8,296 | $5,172+60.4% | $7,295+13.7% | $6,260+32.5% |