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 | $188,680 | $105,998+78.0% | $92,233+104.6% | $147,584+27.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 10.69% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $5,729 | $4,333+32.2% | $3,679+55.7% | $4,876+17.5% |
| Participant deferral / active EE | $7,128 | $4,478+59.2% | $3,897+82.9% | $5,439+31.1% |
| Admin fee / account holder | $12,595 | $6,332+98.9% | $5,194+142.5% | $10,885+15.7% |