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 | $217,833 | $102,317+112.9% | $146,958+48.2% | $80,856+169.4% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 13.95% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,745 | $3,713+0.8% | $4,933-24.1% | $2,755+35.9% |
| Participant deferral / active EE | $10,200 | $6,644+53.5% | $8,070+26.4% | $4,296+137.5% |
| Admin fee / account holder | $12,458 | $7,941+56.9% | $12,998-4.2% | $6,918+80.1% |