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 | $182,131 | $105,181+73.2% | $159,436+14.2% | $85,850+112.2% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.8%-3.2pp | 69.3%+10.3pp |
| Annual return | 16.22% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $4,193 | $3,318+26.4% | $4,829-13.2% | $2,565+63.5% |
| Participant deferral / active EE | $10,113 | $5,945+70.1% | $7,352+37.6% | $3,952+155.9% |
| Admin fee / account holder | $5,847 | $6,933-15.7% | $10,799-45.9% | $6,260-6.6% |