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 | $180,185 | $105,181+71.3% | $159,436+13.0% | $85,850+109.9% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 16.18% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $7,006 | $3,318+111.1% | $4,829+45.1% | $2,565+173.1% |
| Participant deferral / active EE | $3,855 | $5,945-35.2% | $7,352-47.6% | $3,952-2.5% |
| Admin fee / account holder | $20,203 | $6,933+191.4% | $10,799+87.1% | $6,260+222.7% |