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 | $206,074 | $105,181+95.9% | $159,436+29.3% | $85,850+140.0% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.8%-1.2pp | 69.3%+12.3pp |
| Annual return | 16.42% | 45.07%-28.7pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,502 | $3,318+5.5% | $4,829-27.5% | $2,565+36.5% |
| Participant deferral / active EE | $8,297 | $5,945+39.6% | $7,352+12.9% | $3,952+110.0% |
| Admin fee / account holder | $12,072 | $6,933+74.1% | $10,799+11.8% | $6,260+92.8% |