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 | $148,537 | $105,181+41.2% | $159,436-6.8% | $85,850+73.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 35.75% | 45.07%-9.3pp | 263.57%-227.8pp | 318.53%-282.8pp |
| Employer contribution / active EE | $2,380 | $3,318-28.3% | $4,829-50.7% | $2,565-7.2% |
| Participant deferral / active EE | $11,774 | $5,945+98.0% | $7,352+60.1% | $3,952+197.9% |
| Admin fee / account holder | $31,394 | $6,933+352.8% | $10,799+190.7% | $6,260+401.5% |