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 | $186,220 | $100,041+86.1% | $149,718+24.4% | $70,131+165.5% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.1%+6.0pp | 69.5%+23.6pp |
| Annual return | 17.15% | 27.43%-10.3pp | 1501.63%-1484.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,671 | $3,662+27.6% | $5,445-14.2% | $2,342+99.4% |
| Participant deferral / active EE | $4,208 | $4,983-15.5% | $6,569-35.9% | $3,332+26.3% |
| Admin fee / account holder | $5,379 | $8,286-35.1% | $11,283-52.3% | $4,645+15.8% |